Legacy Financial Strategies, LLC J P Morgan Exchange Traded Fd Transaction History
Legacy Financial Strategies, LLC
- $461 Million
- Q4 2024
A detailed history of Legacy Financial Strategies, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Legacy Financial Strategies, LLC holds 6,920 shares of JPIE stock, worth $319,565. This represents 0.07% of its overall portfolio holdings.
Number of Shares
6,920
Previous 6,588
5.04%
Holding current value
$319,565
Previous $305,000
3.28%
% of portfolio
0.07%
Previous 0.07%
Shares
6 transactions
Others Institutions Holding JPIE
# of Institutions
273Shares Held
41.7MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5MShares$231 Million0.02% of portfolio
-
Heritage Financial Services, LLC2.45MShares$113 Million15.27% of portfolio
-
Savant Capital, LLC1.92MShares$88.7 Million0.71% of portfolio
-
Royal Bank Of Canada Toronto, A61.88MShares$87 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.85MShares$85.5 Million0.01% of portfolio