Evolution Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Evolution Wealth Advisors, LLC
- $516 Million
- Q1 2024
A detailed history of Evolution Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Evolution Wealth Advisors, LLC holds 66,141 shares of JPIE stock, worth $3.01 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
66,141
Previous 69,186
4.4%
Holding current value
$3.01 Million
Previous $3.16 Million
4.5%
% of portfolio
0.58%
Previous 0.64%
Shares
6 transactions
Others Institutions Holding JPIE
# of Institutions
181Shares Held
20.5MCall Options Held
0Put Options Held
0-
Heritage Financial Services, LLC2.17MShares$98.7 Million15.13% of portfolio
-
Jpmorgan Chase & CO New York, NY1.84MShares$83.6 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.01MShares$46 Million0.0% of portfolio
-
Syntegra Private Wealth Group, LLC Chesterfield, MO739KShares$33.6 Million4.35% of portfolio
-
D'Orazio & Associates, Inc. Falls Church, VA628KShares$28.6 Million4.63% of portfolio