Insight Wealth Partners, LLC J P Morgan Exchange Traded Fd Transaction History
Insight Wealth Partners, LLC
- $498 Million
- Q3 2024
A detailed history of Insight Wealth Partners, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Insight Wealth Partners, LLC holds 4,504 shares of JPIE stock, worth $206,328. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,504
Previous 4,471
0.74%
Holding current value
$206,328
Previous $203,000
2.46%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding JPIE
# of Institutions
259Shares Held
38.7MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY4.93MShares$226 Million0.02% of portfolio
-
Heritage Financial Services, LLC2.45MShares$112 Million15.27% of portfolio
-
Savant Capital, LLC1.92MShares$88 Million0.71% of portfolio
-
Royal Bank Of Canada Toronto, A61.88MShares$86.1 Million0.02% of portfolio
-
Sequoia Financial Advisors, LLC1.78MShares$81.6 Million0.7% of portfolio