Etesian Wealth Advisors, Inc. J P Morgan Exchange Traded Fd Transaction History
Etesian Wealth Advisors, Inc.
- $232 Billion
- Q1 2025
A detailed history of Etesian Wealth Advisors, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Etesian Wealth Advisors, Inc. holds 66,412 shares of JPIE stock, worth $3.03 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
66,412
Previous 39,633
67.57%
Holding current value
$3.03 Million
Previous $1.81 Billion
69.22%
% of portfolio
1.32%
Previous 0.8%
Shares
3 transactions
Others Institutions Holding JPIE
# of Institutions
286Shares Held
43.8MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5MShares$228 Million0.02% of portfolio
-
Heritage Financial Services, LLC2.45MShares$112 Million15.27% of portfolio
-
Sequoia Financial Advisors, LLC2.16MShares$98.6 Million0.86% of portfolio
-
Savant Capital, LLC1.92MShares$87.8 Million0.71% of portfolio
-
Royal Bank Of Canada Toronto, A61.88MShares$86 Million0.02% of portfolio