Convergence Financial, LLC J P Morgan Exchange Traded Fd Transaction History
Convergence Financial, LLC
- $501 Billion
- Q4 2024
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 11,934 shares of JPIE stock, worth $546,696. This represents 0.11% of its overall portfolio holdings.
Number of Shares
11,934
Previous 10,170
17.35%
Holding current value
$546,696
Previous $472 Million
15.4%
% of portfolio
0.11%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding JPIE
# of Institutions
251Shares Held
37.5MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY4.93MShares$226 Million0.02% of portfolio
-
Heritage Financial Services, LLC2.45MShares$112 Million15.27% of portfolio
-
Savant Capital, LLC1.92MShares$88 Million0.71% of portfolio
-
Royal Bank Of Canada Toronto, A61.88MShares$86.1 Million0.02% of portfolio
-
Sequoia Financial Advisors, LLC1.64MShares$75 Million0.85% of portfolio