Capital Advisors Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History
Capital Advisors Wealth Management, LLC
- $481 Million
- Q1 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 486,810 shares of JPIE stock, worth $22.1 Million. This represents 4.61% of its overall portfolio holdings.
Number of Shares
486,810
Previous 417,282
16.66%
Holding current value
$22.1 Million
Previous $19 Million
16.54%
% of portfolio
4.61%
Previous 4.32%
Shares
9 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