Burt Wealth Advisors J P Morgan Exchange Traded Fd Transaction History
Burt Wealth Advisors
- $393 Million
- Q1 2024
A detailed history of Burt Wealth Advisors transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Burt Wealth Advisors holds 5,681 shares of JPIE stock, worth $258,258. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,681
Previous 5,681
-0.0%
Holding current value
$258,258
Previous $259,000
0.39%
% of portfolio
0.07%
Previous 0.07%
Shares
6 transactions
Others Institutions Holding JPIE
# of Institutions
181Shares Held
20.5MCall Options Held
0Put Options Held
0-
Heritage Financial Services, LLC2.17MShares$98.7 Million15.13% of portfolio
-
Jpmorgan Chase & CO New York, NY1.84MShares$83.6 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.01MShares$46 Million0.0% of portfolio
-
Syntegra Private Wealth Group, LLC Chesterfield, MO739KShares$33.6 Million4.35% of portfolio
-
D'Orazio & Associates, Inc. Falls Church, VA628KShares$28.6 Million4.63% of portfolio