Life Goal Wealth Advisors J P Morgan Exchange Traded Fd Transaction History
Life Goal Wealth Advisors
- $92.6 Billion
- Q1 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 97,605 shares of JPIE stock, worth $4.49 Million. This represents 4.86% of its overall portfolio holdings.
Number of Shares
97,605
Previous 81,232
20.16%
Holding current value
$4.49 Million
Previous $3.71 Billion
21.34%
% of portfolio
4.86%
Previous 4.02%
Shares
2 transactions
Others Institutions Holding JPIE
# of Institutions
303Shares Held
50MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5.07MShares$233 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.2MShares$147 Million0.01% of portfolio
-
Savant Capital, LLC2.5MShares$115 Million0.87% of portfolio
-
Heritage Financial Services, LLC2.18MShares$100 Million10.15% of portfolio
-
Sequoia Financial Advisors, LLC2.16MShares$99.4 Million0.86% of portfolio