Atlantic Private Wealth, LLC J P Morgan Exchange Traded Fd Transaction History
Atlantic Private Wealth, LLC
- $119 Million
- Q1 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 $351,805. This represents 0.3% of its overall portfolio holdings.
Number of Shares
7,773
Previous 7,773
-0.0%
Holding current value
$351,805
Previous $354,000
-0.0%
% of portfolio
0.3%
Previous 0.32%
Shares
1 transactions
Others Institutions Holding JPIE
# of Institutions
180Shares Held
20.5MCall Options Held
0Put Options Held
0-
Heritage Financial Services, LLC2.17MShares$98.2 Million15.13% of portfolio
-
Jpmorgan Chase & CO New York, NY1.84MShares$83.3 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.01MShares$45.8 Million0.0% of portfolio
-
Syntegra Private Wealth Group, LLC Chesterfield, MO739KShares$33.5 Million4.35% of portfolio
-
D'Orazio & Associates, Inc. Falls Church, VA628KShares$28.4 Million4.63% of portfolio