Detalus Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Detalus Advisors, LLC

$269 Million
Q1 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 27, 2022	BUY	$45.56 - $48.41 $340,105 - $361,380	7,465 New	7,465 $342,000

Others Institutions Holding JPIE

# of Institutions

180

Shares Held

20.5M

Call Options Held

0

Put Options Held

0

Heritage Financial Services, LLC

2.17M
Shares

$98.2 Million
15.13% of portfolio
Jpmorgan Chase & CO New York, NY

1.84M
Shares

$83.3 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.01M
Shares

$45.8 Million
0.0% of portfolio
Syntegra Private Wealth Group, LLC Chesterfield, MO

739K
Shares

$33.5 Million
4.35% of portfolio
D'Orazio & Associates, Inc. Falls Church, VA

628K
Shares

$28.4 Million
4.63% of portfolio

About J P MORGAN EXCHANGE-TRADED FD

Ticker JPIE

More about JPIE

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