Convergence Financial, LLC J P Morgan Exchange Traded Fd Transaction History
Convergence Financial, LLC
- $509 Billion
- Q1 2025
A detailed history of Convergence Financial, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Convergence Financial, LLC holds 13,429 shares of JPIE stock, worth $618,136. This represents 0.12% of its overall portfolio holdings.
Number of Shares
13,429
Previous 11,934
12.53%
Holding current value
$618,136
Previous $544 Million
13.64%
% of portfolio
0.12%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding JPIE
# of Institutions
307Shares Held
52.6MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5.07MShares$233 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.2MShares$147 Million0.01% of portfolio
-
Savant Capital, LLC2.5MShares$115 Million0.87% of portfolio
-
Heritage Financial Services, LLC2.18MShares$100 Million10.15% of portfolio
-
Sequoia Financial Advisors, LLC2.16MShares$99.4 Million0.86% of portfolio