Helen Stephens Group, LLC J P Morgan Exchange Traded Fd Transaction History
Helen Stephens Group, LLC
- $352 Million
- Q1 2025
A detailed history of Helen Stephens Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Helen Stephens Group, LLC holds 5,826 shares of JPIE stock, worth $268,170. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,826
Previous 10,299
43.43%
Holding current value
$268,170
Previous $469,000
42.86%
% of portfolio
0.08%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding JPIE
# of Institutions
294Shares Held
45.4MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5MShares$230 Million0.02% of portfolio
-
Savant Capital, LLC2.5MShares$115 Million0.87% of portfolio
-
Heritage Financial Services, LLC2.45MShares$113 Million15.27% of portfolio
-
Sequoia Financial Advisors, LLC2.16MShares$99.4 Million0.86% of portfolio
-
Royal Bank Of Canada Toronto, A61.88MShares$86.7 Million0.02% of portfolio