Bridgewealth Advisory Group, LLC J P Morgan Exchange Traded Fd Transaction History
Bridgewealth Advisory Group, LLC
- $226 Billion
- Q2 2024
A detailed history of Bridgewealth Advisory Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Bridgewealth Advisory Group, LLC holds 88,831 shares of JPIE stock, worth $4.05 Million. This represents 1.79% of its overall portfolio holdings.
Number of Shares
88,831
Previous 67,982
30.67%
Holding current value
$4.05 Million
Previous $3.1 Billion
30.38%
% of portfolio
1.79%
Previous 1.52%
Shares
3 transactions
Others Institutions Holding JPIE
# of Institutions
223Shares Held
29MCall Options Held
0Put Options Held
0-
Heritage Financial Services, LLC2.37MShares$108 Million15.0% of portfolio
-
Jpmorgan Chase & CO New York, NY2.04MShares$92.8 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A61.91MShares$87 Million0.02% of portfolio
-
Sequoia Financial Advisors, LLC1.64MShares$74.7 Million0.85% of portfolio
-
Savant Capital, LLC1.38MShares$63 Million0.55% of portfolio