Journey Strategic Wealth LLC J P Morgan Exchange Traded Fd Transaction History
Journey Strategic Wealth LLC
- $3.41 Billion
- Q3 2025
A detailed history of Journey Strategic Wealth LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 229,451 shares of JPIE stock, worth $10.6 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
229,451
Previous 215,267
6.59%
Holding current value
$10.6 Million
Previous $9.97 Million
6.79%
% of portfolio
0.31%
Previous 0.33%
Shares
7 transactions
Others Institutions Holding JPIE
# of Institutions
384Shares Held
79MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY7.43MShares$343 Million0.02% of portfolio
-
Morgan Stanley New York, NY5.4MShares$249 Million0.02% of portfolio
-
Sequoia Financial Advisors, LLC4.61MShares$213 Million1.46% of portfolio
-
Savant Capital, LLC3.54MShares$164 Million0.92% of portfolio
-
Wells Fargo & Company San Francisco, CA2.58MShares$119 Million0.02% of portfolio