Legacy Wealth Managment, Llc/Id J P Morgan Exchange Traded Fd Transaction History
Legacy Wealth Managment, Llc/Id
- $120 Million
- Q2 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 3,316 shares of JPIE stock, worth $153,232. This represents 0.13% of its overall portfolio holdings.
Number of Shares
3,316
Previous 39,074
91.51%
Holding current value
$153,232
Previous $1.8 Million
91.5%
% of portfolio
0.13%
Previous 1.48%
Shares
4 transactions
Others Institutions Holding JPIE
# of Institutions
327Shares Held
57.1MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5.07MShares$234 Million0.02% of portfolio
-
Savant Capital, LLC3.21MShares$148 Million0.97% of portfolio
-
Morgan Stanley New York, NY3.2MShares$148 Million0.01% of portfolio
-
Sequoia Financial Advisors, LLC2.7MShares$125 Million0.96% of portfolio
-
Heritage Financial Services, LLC2.21MShares$102 Million10.05% of portfolio