Advisor Os, LLC J P Morgan Exchange Traded Fd Transaction History

Advisor Os, LLC

$878 Million
Q1 2025

A detailed history of Advisor Os, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Advisor Os, LLC holds 18,858 shares of JPIE stock, worth $868,033. This represents 0.1% of its overall portfolio holdings.

Number of Shares

18,858

Holding current value

$868,033

% of portfolio

0.1%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 06, 2025	BUY	$45.46 - $46.18 $857,284 - $870,862	18,858 New	18,858 $868,000

Others Institutions Holding JPIE

# of Institutions

295

Shares Held

46.9M

Call Options Held

Put Options Held

Jpmorgan Chase & CO New York, NY

5.07M
Shares

$233 Million
0.02% of portfolio
Savant Capital, LLC

2.5M
Shares

$115 Million
0.87% of portfolio
Heritage Financial Services, LLC

2.45M
Shares

$113 Million
15.27% of portfolio
Sequoia Financial Advisors, LLC

2.16M
Shares

$99.4 Million
0.86% of portfolio
Royal Bank Of Canada Toronto, A6

1.88M
Shares

$86.7 Million
0.02% of portfolio

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JPIE

More about JPIE

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