Hbw Advisory Services LLC J P Morgan Exchange Traded Fd Transaction History
Hbw Advisory Services LLC
- $726 Million
- Q2 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 111,041 shares of JPIE stock, worth $5.12 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
111,041
Previous 36,924
200.73%
Holding current value
$5.12 Million
Previous $1.7 Million
202.71%
% of portfolio
0.71%
Previous 0.27%
Shares
6 transactions
Others Institutions Holding JPIE
# of Institutions
309Shares Held
52.9MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5.07MShares$234 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.2MShares$148 Million0.01% of portfolio
-
Savant Capital, LLC2.5MShares$115 Million0.87% of portfolio
-
Heritage Financial Services, LLC2.18MShares$101 Million10.15% of portfolio
-
Sequoia Financial Advisors, LLC2.16MShares$99.5 Million0.86% of portfolio