Halbert Hargrove Global Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Halbert Hargrove Global Advisors, LLC
- $1.53 Billion
- Q1 2024
A detailed history of Halbert Hargrove Global Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Halbert Hargrove Global Advisors, LLC holds 162,952 shares of JPIE stock, worth $7.41 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
162,952
Previous 154,132
5.72%
Holding current value
$7.41 Million
Previous $7.03 Million
5.62%
% of portfolio
0.49%
Previous 0.48%
Shares
3 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