Journey Strategic Wealth LLC J P Morgan Exchange Traded Fd Transaction History
Journey Strategic Wealth LLC
- $2.65 Billion
- Q4 2024
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 294,556 shares of JPIE stock, worth $13.6 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
294,556
Previous 258,864
13.79%
Holding current value
$13.6 Million
Previous $12 Million
11.9%
% of portfolio
0.51%
Previous 0.44%
Shares
4 transactions
Others Institutions Holding JPIE
# of Institutions
250Shares Held
37.5MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY4.93MShares$227 Million0.02% of portfolio
-
Heritage Financial Services, LLC2.45MShares$113 Million15.27% of portfolio
-
Savant Capital, LLC1.92MShares$88.4 Million0.71% of portfolio
-
Royal Bank Of Canada Toronto, A61.88MShares$86.5 Million0.02% of portfolio
-
Sequoia Financial Advisors, LLC1.64MShares$75.3 Million0.85% of portfolio