Axis Wealth Partners, LLC J P Morgan Exchange Traded Fd Transaction History

Axis Wealth Partners, LLC

$119 Billion
Q4 2024

A detailed history of Axis Wealth Partners, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 11,487 shares of JPIE stock, worth $526,219. This represents 0.44% of its overall portfolio holdings.

Number of Shares

11,487

Holding current value

$526,219

% of portfolio

0.44%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 07, 2025	BUY	$45.59 - $46.25 $523,692 - $531,273	11,487 New	11,487 $524 Million

Others Institutions Holding JPIE

# of Institutions

259

Shares Held

38.7M

Call Options Held

Put Options Held

Jpmorgan Chase & CO New York, NY

4.93M
Shares

$226 Million
0.02% of portfolio
Heritage Financial Services, LLC

2.45M
Shares

$112 Million
15.27% of portfolio
Savant Capital, LLC

1.92M
Shares

$88 Million
0.71% of portfolio
Royal Bank Of Canada Toronto, A6

1.88M
Shares

$86.1 Million
0.02% of portfolio
Sequoia Financial Advisors, LLC

1.78M
Shares

$81.6 Million
0.7% of portfolio

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JPIE

More about JPIE

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Axis Wealth Partners, LLC J P Morgan Exchange Traded Fd Transaction History