Beta Wealth Group, Inc. J P Morgan Exchange Traded Fd Transaction History
Beta Wealth Group, Inc.
- $187 Million
- Q3 2025
A detailed history of Beta Wealth Group, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 15,401 shares of JPIE stock, worth $711,526. This represents 0.38% of its overall portfolio holdings.
Number of Shares
15,401Holding current value
$711,526% of portfolio
0.38%Shares
1 transactions
Others Institutions Holding JPIE
# of Institutions
369Shares Held
70.4MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY7.43MShares$343 Million0.02% of portfolio
-
Sequoia Financial Advisors, LLC4.61MShares$213 Million1.46% of portfolio
-
Morgan Stanley New York, NY3.81MShares$176 Million0.01% of portfolio
-
Savant Capital, LLC3.54MShares$163 Million0.92% of portfolio
-
Envestnet Asset Management Inc2.44MShares$113 Million0.03% of portfolio