Beta Wealth Group, Inc. J P Morgan Exchange Traded Fd Put Options Transaction History

Beta Wealth Group, Inc.

$199 Million
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding JPRE

# of Institutions

52

Shares Held

7.15M

Call Options Held

0

Put Options Held

0

Jpmorgan Chase & CO New York, NY

5.6M
Shares

$265 Million
0.02% of portfolio
First Foundation Advisors Irvine, CA

492K
Shares

$23.3 Million
0.99% of portfolio
Gradient Investments LLC

154K
Shares

$7.3 Million
0.17% of portfolio
Lpl Financial LLC Fort Mill, SC

118K
Shares

$5.58 Million
0.0% of portfolio
Capital A Wealth Management, LLC New Castle, PA

114K
Shares

$5.39 Million
5.76% of portfolio

About J P MORGAN EXCHANGE-TRADED FD

Ticker JPRE
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