Capital Advisors Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History
Capital Advisors Wealth Management, LLC
- $504 Million
- Q2 2024
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 489,337 shares of JPIE stock, worth $22.7 Million. This represents 4.41% of its overall portfolio holdings.
Number of Shares
489,337
Previous 486,810
0.52%
Holding current value
$22.7 Million
Previous $22.2 Million
0.3%
% of portfolio
4.41%
Previous 4.61%
Shares
10 transactions
Others Institutions Holding JPIE
# of Institutions
203Shares Held
26.4MCall Options Held
0Put Options Held
0-
Heritage Financial Services, LLC2.25MShares$105 Million15.11% of portfolio
-
Jpmorgan Chase & CO New York, NY2.04MShares$94.3 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A61.91MShares$88.5 Million0.02% of portfolio
-
Sequoia Financial Advisors, LLC1.54MShares$71.4 Million0.87% of portfolio
-
Bank Of America Corp Charlotte, NC1.21MShares$56.1 Million0.0% of portfolio