Certified Advisory Corp J P Morgan Exchange Traded Fd Transaction History
Certified Advisory Corp
- $882 Million
- Q3 2024
A detailed history of Certified Advisory Corp transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Certified Advisory Corp holds 301,859 shares of JPIE stock, worth $13.8 Million. This represents 1.59% of its overall portfolio holdings.
Number of Shares
301,859
Previous 233,995
29.0%
Holding current value
$13.8 Million
Previous $10.6 Million
31.64%
% of portfolio
1.59%
Previous 1.37%
Shares
6 transactions
Others Institutions Holding JPIE
# of Institutions
233Shares Held
35.7MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY4.93MShares$225 Million0.02% of portfolio
-
Heritage Financial Services, LLC2.37MShares$108 Million15.0% of portfolio
-
Royal Bank Of Canada Toronto, A61.88MShares$85.8 Million0.02% of portfolio
-
Sequoia Financial Advisors, LLC1.64MShares$74.7 Million0.85% of portfolio
-
Bank Of America Corp Charlotte, NC1.53MShares$69.7 Million0.01% of portfolio