Accurate Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History
Accurate Wealth Management, LLC
- $581 Million
- Q2 2025
A detailed history of Accurate Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 21,974 shares of JPIE stock, worth $1.02 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
21,974
Previous 16,519
33.02%
Holding current value
$1.02 Million
Previous $760,000
33.82%
% of portfolio
0.18%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding JPIE
# of Institutions
349Shares Held
60MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5.07MShares$234 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.81MShares$176 Million0.01% of portfolio
-
Savant Capital, LLC3.21MShares$148 Million0.97% of portfolio
-
Heritage Financial Services, LLC2.21MShares$102 Million10.05% of portfolio
-
Bank Of America Corp Charlotte, NC2.16MShares$100 Million0.01% of portfolio