Cornerstone Advisory, LLC J P Morgan Exchange Traded Fd Transaction History
Cornerstone Advisory, LLC
- $848 Million
- Q2 2025
A detailed history of Cornerstone Advisory, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Cornerstone Advisory, LLC holds 562,436 shares of JPIE stock, worth $26 Million. This represents 3.07% of its overall portfolio holdings.
Number of Shares
562,436
Previous 540,923
3.98%
Holding current value
$26 Million
Previous $24.9 Million
4.54%
% of portfolio
3.07%
Previous 3.13%
Shares
11 transactions
Others Institutions Holding JPIE
# of Institutions
349Shares Held
60MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5.07MShares$234 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.81MShares$176 Million0.01% of portfolio
-
Savant Capital, LLC3.21MShares$148 Million0.97% of portfolio
-
Heritage Financial Services, LLC2.21MShares$102 Million10.05% of portfolio
-
Bank Of America Corp Charlotte, NC2.16MShares$100 Million0.01% of portfolio