Halbert Hargrove Global Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Halbert Hargrove Global Advisors, LLC
- $1.76 Billion
- Q1 2025
Shares
6 transactions
Others Institutions Holding JPIE
# of Institutions
306Shares Held
52.7MCall 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