Capital Advisors Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History
Capital Advisors Wealth Management, LLC
- $560 Million
- Q1 2025
A detailed history of Capital Advisors Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 473,139 shares of JPIE stock, worth $21.7 Million. This represents 3.89% of its overall portfolio holdings.
Number of Shares
473,139
Previous 470,882
0.48%
Holding current value
$21.7 Million
Previous $21.5 Million
1.47%
% of portfolio
3.89%
Previous 3.86%
Shares
13 transactions
Others Institutions Holding JPIE
# of Institutions
282Shares Held
43.8MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5MShares$230 Million0.02% of portfolio
-
Heritage Financial Services, LLC2.45MShares$113 Million15.27% of portfolio
-
Sequoia Financial Advisors, LLC2.16MShares$99.2 Million0.86% of portfolio
-
Savant Capital, LLC1.92MShares$88.3 Million0.71% of portfolio
-
Royal Bank Of Canada Toronto, A61.88MShares$86.5 Million0.02% of portfolio