Jfs Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Jfs Wealth Advisors, LLC
- $1.26 Billion
- Q1 2024
A detailed history of Jfs Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 4,450 shares of JPIE stock, worth $201,407. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,450
Previous 4,200
5.95%
Holding current value
$201,407
Previous $191,000
5.76%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding JPIE
# of Institutions
180Shares Held
20.5MCall Options Held
0Put Options Held
0-
Heritage Financial Services, LLC2.17MShares$98.2 Million15.13% of portfolio
-
Jpmorgan Chase & CO New York, NY1.84MShares$83.3 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.01MShares$45.8 Million0.0% of portfolio
-
Syntegra Private Wealth Group, LLC Chesterfield, MO739KShares$33.5 Million4.35% of portfolio
-
D'Orazio & Associates, Inc. Falls Church, VA628KShares$28.4 Million4.63% of portfolio