Lodestar Private Asset Management LLC J P Morgan Exchange Traded Fd Transaction History
Lodestar Private Asset Management LLC
- $830 Million
- Q3 2024
A detailed history of Lodestar Private Asset Management LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Lodestar Private Asset Management LLC holds 193,650 shares of JPIE stock, worth $8.88 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
193,650
Previous 173,712
11.48%
Holding current value
$8.88 Million
Previous $7.9 Million
13.77%
% of portfolio
1.08%
Previous 1.02%
Shares
8 transactions
Others Institutions Holding JPIE
# of Institutions
235Shares Held
35.7MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY4.93MShares$226 Million0.02% of portfolio
-
Heritage Financial Services, LLC2.37MShares$108 Million15.0% of portfolio
-
Royal Bank Of Canada Toronto, A61.88MShares$86.1 Million0.02% of portfolio
-
Sequoia Financial Advisors, LLC1.64MShares$75.1 Million0.85% of portfolio
-
Bank Of America Corp Charlotte, NC1.53MShares$70 Million0.01% of portfolio