Fsm Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Fsm Wealth Advisors, LLC
- $405 Million
- Q4 2024
A detailed history of Fsm Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 10,927 shares of JPIE stock, worth $502,532. This represents 0.12% of its overall portfolio holdings.
Number of Shares
10,927
Previous 10,927
-0.0%
Holding current value
$502,532
Previous $506,000
1.58%
% of portfolio
0.12%
Previous 0.13%
Shares
6 transactions
Others Institutions Holding JPIE
# of Institutions
273Shares Held
41.7MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5MShares$230 Million0.02% of portfolio
-
Heritage Financial Services, LLC2.45MShares$113 Million15.27% of portfolio
-
Savant Capital, LLC1.92MShares$88.4 Million0.71% of portfolio
-
Royal Bank Of Canada Toronto, A61.88MShares$86.6 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.85MShares$85.1 Million0.01% of portfolio