Certified Advisory Corp J P Morgan Exchange Traded Fd Transaction History
Certified Advisory Corp
- $698 Million
- Q1 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 138,208 shares of JPIE stock, worth $6.28 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
138,208
Previous 72,085
91.73%
Holding current value
$6.28 Million
Previous $3.29 Million
91.54%
% of portfolio
0.9%
Previous 0.5%
Shares
4 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