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 $355,226. This represents 0.27% of its overall portfolio holdings.
Number of Shares
7,773
Previous 7,773
-0.0%
Holding current value
$355,226
Previous $353,000
1.98%
% of portfolio
0.27%
Previous 0.29%
Shares
1 transactions
Others Institutions Holding JPIE
# of Institutions
235Shares Held
35.7MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY4.93MShares$225 Million0.02% of portfolio
-
Heritage Financial Services, LLC2.37MShares$108 Million15.0% of portfolio
-
Royal Bank Of Canada Toronto, A61.88MShares$85.9 Million0.02% of portfolio
-
Sequoia Financial Advisors, LLC1.64MShares$74.8 Million0.85% of portfolio
-
Bank Of America Corp Charlotte, NC1.53MShares$69.7 Million0.01% of portfolio