Life Goal Wealth Advisors J P Morgan Exchange Traded Fd Transaction History
Life Goal Wealth Advisors
- $92.2 Billion
- Q4 2024
A detailed history of Life Goal Wealth Advisors transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Life Goal Wealth Advisors holds 81,232 shares of JPIE stock, worth $3.72 Million. This represents 4.02% of its overall portfolio holdings.
Number of Shares
81,232Holding current value
$3.72 Million% of portfolio
4.02%Shares
1 transactions
Others Institutions Holding JPIE
# of Institutions
251Shares Held
37.5MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY4.93MShares$226 Million0.02% of portfolio
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Heritage Financial Services, LLC2.45MShares$112 Million15.27% of portfolio
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Savant Capital, LLC1.92MShares$88 Million0.71% of portfolio
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Royal Bank Of Canada Toronto, A61.88MShares$86.1 Million0.02% of portfolio
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Sequoia Financial Advisors, LLC1.64MShares$75 Million0.85% of portfolio