Life Goal Wealth Advisors J P Morgan Exchange Traded Fd Put Options Transaction History
Life Goal Wealth Advisors
- $92.6 Billion
- Q1 2025
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding JPIE
# of Institutions
305Shares Held
52.4MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5.07MShares$233 Million0.02% of portfolio
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Morgan Stanley New York, NY3.2MShares$147 Million0.01% of portfolio
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Savant Capital, LLC2.5MShares$115 Million0.87% of portfolio
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Heritage Financial Services, LLC2.18MShares$100 Million10.15% of portfolio
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Sequoia Financial Advisors, LLC2.16MShares$99.4 Million0.86% of portfolio