Evergreen Wealth Solutions, LLC J P Morgan Exchange Traded Fd Transaction History
Evergreen Wealth Solutions, LLC
- $145 Million
- Q1 2025
A detailed history of Evergreen Wealth Solutions, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 15,478 shares of JPIE stock, worth $712,452. This represents 0.49% of its overall portfolio holdings.
Number of Shares
15,478Holding current value
$712,452% of portfolio
0.49%Shares
1 transactions
Others Institutions Holding JPIE
# of Institutions
307Shares Held
52.6MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5.07MShares$233 Million0.02% of portfolio
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Morgan Stanley New York, NY3.2MShares$147 Million0.01% of portfolio
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Savant Capital, LLC2.5MShares$115 Million0.87% of portfolio
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Heritage Financial Services, LLC2.18MShares$100 Million10.15% of portfolio
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Sequoia Financial Advisors, LLC2.16MShares$99.4 Million0.86% of portfolio