Hbw Advisory Services LLC J P Morgan Exchange Traded Fd Transaction History
Hbw Advisory Services LLC
- $789 Million
- Q3 2025
A detailed history of Hbw Advisory Services LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Hbw Advisory Services LLC holds 134,431 shares of JPIE stock, worth $6.23 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
134,431
Previous 111,041
21.06%
Holding current value
$6.23 Million
Previous $5.14 Million
21.29%
% of portfolio
0.79%
Previous 0.71%
Shares
7 transactions
Others Institutions Holding JPIE
# of Institutions
366Shares Held
68.6MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5.07MShares$235 Million0.02% of portfolio
-
Sequoia Financial Advisors, LLC4.61MShares$214 Million1.46% of portfolio
-
Morgan Stanley New York, NY3.81MShares$176 Million0.01% of portfolio
-
Savant Capital, LLC3.21MShares$149 Million0.97% of portfolio
-
Heritage Financial Services, LLC2.31MShares$107 Million9.84% of portfolio