Duncan Williams Asset Management, LLC J P Morgan Exchange Traded Fd Transaction History
Duncan Williams Asset Management, LLC
- $428 Billion
- Q2 2025
A detailed history of Duncan Williams Asset Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Duncan Williams Asset Management, LLC holds 94,659 shares of JPIE stock, worth $4.37 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
94,659Holding current value
$4.37 Million% of portfolio
1.03%Shares
1 transactions
Others Institutions Holding JPIE
# of Institutions
320Shares Held
54.1MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5.07MShares$234 Million0.02% of portfolio
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Morgan Stanley New York, NY3.2MShares$148 Million0.01% of portfolio
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Sequoia Financial Advisors, LLC2.7MShares$125 Million0.96% of portfolio
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Savant Capital, LLC2.5MShares$115 Million0.87% of portfolio
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Heritage Financial Services, LLC2.21MShares$102 Million10.05% of portfolio