Echo Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History
Echo Wealth Management, LLC
- $127 Million
- Q3 2024
A detailed history of Echo Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Echo Wealth Management, LLC holds 434,342 shares of JPIE stock, worth $19.8 Million. This represents 15.82% of its overall portfolio holdings.
Number of Shares
434,342
Previous 355,837
22.06%
Holding current value
$19.8 Million
Previous $16.2 Million
24.56%
% of portfolio
15.82%
Previous 13.74%
Shares
4 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