Optima Capital LLC J P Morgan Exchange Traded Fd Transaction History
Optima Capital LLC
- $206 Billion
- Q3 2025
A detailed history of Optima Capital LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Optima Capital LLC holds 128,731 shares of JPIE stock, worth $5.95 Million. This represents 2.9% of its overall portfolio holdings.
Number of Shares
128,731
Previous 108,866
18.25%
Holding current value
$5.95 Million
Previous $5.04 Billion
18.48%
% of portfolio
2.9%
Previous 2.71%
Shares
4 transactions
Others Institutions Holding JPIE
# of Institutions
385Shares Held
79.5MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY7.43MShares$343 Million0.02% of portfolio
-
Morgan Stanley New York, NY5.4MShares$249 Million0.02% of portfolio
-
Sequoia Financial Advisors, LLC4.61MShares$213 Million1.46% of portfolio
-
Savant Capital, LLC3.54MShares$164 Million0.92% of portfolio
-
Wells Fargo & Company San Francisco, CA2.58MShares$119 Million0.02% of portfolio