Atlantic Private Wealth, LLC J P Morgan Exchange Traded Fd Transaction History
Atlantic Private Wealth, LLC
- $131 Million
- Q3 2024
A detailed history of Atlantic Private Wealth, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 7,773 shares of JPIE stock, worth $357,635. This represents 0.27% of its overall portfolio holdings.
Number of Shares
7,773
Previous 7,773
-0.0%
Holding current value
$357,635
Previous $353,000
1.98%
% of portfolio
0.27%
Previous 0.29%
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$227 Million0.02% of portfolio
-
Heritage Financial Services, LLC2.45MShares$113 Million15.27% of portfolio
-
Savant Capital, LLC1.92MShares$88.4 Million0.71% of portfolio
-
Royal Bank Of Canada Toronto, A61.88MShares$86.5 Million0.02% of portfolio
-
Sequoia Financial Advisors, LLC1.64MShares$75.3 Million0.85% of portfolio