Capital Advisors Wealth Management, LLC J P Morgan Exchange Traded Fd Call Options Transaction History

Capital Advisors Wealth Management, LLC

$481 Million
Q1 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding JPIE

# of Institutions

181

Shares Held

20.5M

Call Options Held

0

Put Options Held

0

Heritage Financial Services, LLC

2.17M
Shares

$98.7 Million
15.13% of portfolio
Jpmorgan Chase & CO New York, NY

1.84M
Shares

$83.6 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.01M
Shares

$46 Million
0.0% of portfolio
Syntegra Private Wealth Group, LLC Chesterfield, MO

739K
Shares

$33.6 Million
4.35% of portfolio
D'Orazio & Associates, Inc. Falls Church, VA

628K
Shares

$28.6 Million
4.63% of portfolio

About J P MORGAN EXCHANGE-TRADED FD

Ticker JPIE

More about JPIE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Advisors Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Advisors Wealth Management, LLC with notifications on news.