Beta Wealth Group, Inc. J P Morgan Exchange Traded Fd Put Options Transaction History
Beta Wealth Group, Inc.
- $187 Million
- Q3 2025
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding JPIE
# of Institutions
372Shares Held
73MCall 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
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Savant Capital, LLC3.54MShares$163 Million0.92% of portfolio
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Envestnet Asset Management Inc2.44MShares$113 Million0.03% of portfolio