D'Orazio & Associates, Inc. J P Morgan Exchange Traded Fd Transaction History
D'Orazio & Associates, Inc.
- $655 Million
- Q1 2025
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 825,134 shares of JPIE stock, worth $38 Million. This represents 5.8% of its overall portfolio holdings.
Number of Shares
825,134
Previous 795,030
3.79%
Holding current value
$38 Million
Previous $36.3 Million
4.81%
% of portfolio
5.8%
Previous 5.37%
Shares
8 transactions
Others Institutions Holding JPIE
# of Institutions
307Shares Held
52.8MCall 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