Continuum Advisory, LLC J P Morgan Exchange Traded Fd Transaction History
Continuum Advisory, LLC
- $727 Million
- Q1 2025
A detailed history of Continuum Advisory, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Continuum Advisory, LLC holds 76,330 shares of JPIE stock, worth $3.53 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
76,330
Previous 56,953
34.02%
Holding current value
$3.53 Million
Previous $2.6 Million
35.33%
% of portfolio
0.48%
Previous 0.34%
Shares
4 transactions
Others Institutions Holding JPIE
# of Institutions
322Shares Held
54.3MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5.07MShares$234 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.2MShares$148 Million0.01% of portfolio
-
Sequoia Financial Advisors, LLC2.7MShares$125 Million0.96% of portfolio
-
Savant Capital, LLC2.5MShares$115 Million0.87% of portfolio
-
Heritage Financial Services, LLC2.21MShares$102 Million10.05% of portfolio