Etesian Wealth Advisors, Inc. J P Morgan Exchange Traded Fd Transaction History
Etesian Wealth Advisors, Inc.
- $268 Billion
- Q2 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 125,936 shares of JPIE stock, worth $5.82 Million. This represents 2.18% of its overall portfolio holdings.
Number of Shares
125,936
Previous 66,412
89.63%
Holding current value
$5.82 Million
Previous $3.06 Billion
90.66%
% of portfolio
2.18%
Previous 1.32%
Shares
4 transactions
Others Institutions Holding JPIE
# of Institutions
327Shares Held
57.1MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5.07MShares$234 Million0.02% of portfolio
-
Savant Capital, LLC3.21MShares$148 Million0.97% of portfolio
-
Morgan Stanley New York, NY3.2MShares$148 Million0.01% of portfolio
-
Sequoia Financial Advisors, LLC2.7MShares$125 Million0.96% of portfolio
-
Heritage Financial Services, LLC2.21MShares$102 Million10.05% of portfolio