Axxcess Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History
Axxcess Wealth Management, LLC
- $3.59 Billion
- Q1 2025
A detailed history of Axxcess Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 101,654 shares of JPIE stock, worth $4.68 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
101,654
Previous 33,583
202.69%
Holding current value
$4.68 Million
Previous $1.53 Million
205.68%
% of portfolio
0.13%
Previous 0.04%
Shares
8 transactions
Others Institutions Holding JPIE
# of Institutions
290Shares Held
45.2MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5MShares$230 Million0.02% of portfolio
-
Heritage Financial Services, LLC2.45MShares$113 Million15.27% of portfolio
-
Sequoia Financial Advisors, LLC2.16MShares$99.4 Million0.86% of portfolio
-
Savant Capital, LLC1.92MShares$88.5 Million0.71% of portfolio
-
Royal Bank Of Canada Toronto, A61.88MShares$86.7 Million0.02% of portfolio