Life Goal Wealth Advisors J P Morgan Exchange Traded Fd Transaction History
Life Goal Wealth Advisors
- $120 Billion
- Q3 2025
A detailed history of Life Goal Wealth Advisors transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Life Goal Wealth Advisors holds 106,427 shares of JPIE stock, worth $4.92 Million. This represents 4.1% of its overall portfolio holdings.
Number of Shares
106,427
Previous 99,192
7.29%
Holding current value
$4.92 Million
Previous $4.59 Billion
7.5%
% of portfolio
4.1%
Previous 4.37%
Shares
4 transactions
Others Institutions Holding JPIE
# of Institutions
384Shares Held
79MCall 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