D'Orazio & Associates, Inc. J P Morgan Exchange Traded Fd Transaction History
D'Orazio & Associates, Inc.
- $676 Million
- Q4 2024
A detailed history of D'Orazio & Associates, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, D'Orazio & Associates, Inc. holds 795,030 shares of JPIE stock, worth $36.6 Million. This represents 5.37% of its overall portfolio holdings.
Number of Shares
795,030
Previous 756,628
5.08%
Holding current value
$36.6 Million
Previous $35.1 Million
3.33%
% of portfolio
5.37%
Previous 4.99%
Shares
7 transactions
Others Institutions Holding JPIE
# of Institutions
250Shares Held
37.5MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY4.93MShares$227 Million0.02% of portfolio
-
Heritage Financial Services, LLC2.45MShares$113 Million15.27% of portfolio
-
Savant Capital, LLC1.92MShares$88.4 Million0.71% of portfolio
-
Royal Bank Of Canada Toronto, A61.88MShares$86.5 Million0.02% of portfolio
-
Sequoia Financial Advisors, LLC1.64MShares$75.3 Million0.85% of portfolio