D'Orazio & Associates, Inc. J P Morgan Exchange Traded Fd Transaction History
D'Orazio & Associates, Inc.
- $703 Million
- Q3 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 756,628 shares of JPIE stock, worth $34.6 Million. This represents 4.99% of its overall portfolio holdings.
Number of Shares
756,628
Previous 689,589
9.72%
Holding current value
$34.6 Million
Previous $31.3 Million
11.97%
% of portfolio
4.99%
Previous 4.83%
Shares
6 transactions
Others Institutions Holding JPIE
# of Institutions
235Shares Held
35.7MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY4.93MShares$225 Million0.02% of portfolio
-
Heritage Financial Services, LLC2.37MShares$108 Million15.0% of portfolio
-
Royal Bank Of Canada Toronto, A61.88MShares$85.9 Million0.02% of portfolio
-
Sequoia Financial Advisors, LLC1.64MShares$74.8 Million0.85% of portfolio
-
Bank Of America Corp Charlotte, NC1.53MShares$69.7 Million0.01% of portfolio