Confluence Wealth Services, Inc. J P Morgan Exchange Traded Fd Transaction History
Confluence Wealth Services, Inc.
- $1.38 Billion
- Q4 2024
A detailed history of Confluence Wealth Services, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 5,675 shares of JPIE stock, worth $260,709. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,675
Previous 5,424
4.63%
Holding current value
$260,709
Previous $251,000
2.79%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding JPIE
# of Institutions
273Shares Held
41.7MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5MShares$230 Million0.02% of portfolio
-
Heritage Financial Services, LLC2.45MShares$113 Million15.27% of portfolio
-
Savant Capital, LLC1.92MShares$88.3 Million0.71% of portfolio
-
Royal Bank Of Canada Toronto, A61.88MShares$86.5 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.85MShares$85 Million0.01% of portfolio