Beacon Harbor Wealth Advisors, Inc. J P Morgan Exchange Traded Fd Transaction History

Beacon Harbor Wealth Advisors, Inc.

$384 Million
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 06, 2024	BUY	$43.78 - $45.84 $1.67 Million - $1.74 Million	38,063 New	38,063 $1.74 Million

Others Institutions Holding JPIE

# of Institutions

203

Shares Held

26.4M

Call Options Held

0

Put Options Held

0

Heritage Financial Services, LLC

2.25M
Shares

$105 Million
15.11% of portfolio
Jpmorgan Chase & CO New York, NY

2.04M
Shares

$94.3 Million
0.01% of portfolio
Royal Bank Of Canada Toronto, A6

1.91M
Shares

$88.5 Million
0.02% of portfolio
Sequoia Financial Advisors, LLC

1.54M
Shares

$71.4 Million
0.87% of portfolio
Bank Of America Corp Charlotte, NC

1.21M
Shares

$56.1 Million
0.0% of portfolio

About J P MORGAN EXCHANGE-TRADED FD

Ticker JPIE

More about JPIE

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