D'Orazio & Associates, Inc. J P Morgan Exchange Traded Fd Transaction History
D'Orazio & Associates, Inc.
- $619 Million
- Q1 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 628,303 shares of JPIE stock, worth $28.6 Million. This represents 4.63% of its overall portfolio holdings.
Number of Shares
628,303
Previous 542,214
15.88%
Holding current value
$28.6 Million
Previous $24.7 Million
15.75%
% of portfolio
4.63%
Previous 4.44%
Shares
4 transactions
Others Institutions Holding JPIE
# of Institutions
181Shares Held
20.5MCall Options Held
0Put Options Held
0-
Heritage Financial Services, LLC2.17MShares$98.7 Million15.13% of portfolio
-
Jpmorgan Chase & CO New York, NY1.84MShares$83.6 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.01MShares$46 Million0.0% of portfolio
-
Syntegra Private Wealth Group, LLC Chesterfield, MO739KShares$33.6 Million4.35% of portfolio
-
Diversified, LLC580KShares$26.4 Million3.88% of portfolio