Legacy Wealth Managment, Llc/Id J P Morgan Exchange Traded Fd Transaction History
Legacy Wealth Managment, Llc/Id
- $145 Million
- Q3 2025
A detailed history of Legacy Wealth Managment, Llc/Id transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 3,038 shares of JPIE stock, worth $140,446. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,038
Previous 3,316
8.38%
Holding current value
$140,446
Previous $153,000
8.5%
% of portfolio
0.1%
Previous 0.13%
Shares
5 transactions
Others Institutions Holding JPIE
# of Institutions
381Shares Held
78.9MCall 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