Journey Strategic Wealth LLC J P Morgan Exchange Traded Fd Transaction History
Journey Strategic Wealth LLC
- $2.83 Billion
- Q1 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 174,744 shares of JPIE stock, worth $8.08 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
174,744
Previous 294,556
40.68%
Holding current value
$8.08 Million
Previous $13.4 Million
40.09%
% of portfolio
0.28%
Previous 0.51%
Shares
5 transactions
Others Institutions Holding JPIE
# of Institutions
322Shares Held
54.3MCall 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
-
Sequoia Financial Advisors, LLC2.7MShares$125 Million0.96% of portfolio
-
Savant Capital, LLC2.5MShares$115 Million0.87% of portfolio
-
Heritage Financial Services, LLC2.21MShares$102 Million10.05% of portfolio