Lodestar Private Asset Management LLC J P Morgan Exchange Traded Fd Transaction History
Lodestar Private Asset Management LLC
- $795 Million
- Q4 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 222,475 shares of JPIE stock, worth $10.2 Million. This represents 1.28% of its overall portfolio holdings.
Number of Shares
222,475
Previous 193,650
14.89%
Holding current value
$10.2 Million
Previous $8.98 Million
12.98%
% of portfolio
1.28%
Previous 1.08%
Shares
9 transactions
Others Institutions Holding JPIE
# of Institutions
246Shares Held
37.4MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY4.93MShares$227 Million0.02% of portfolio
-
Heritage Financial Services, LLC2.45MShares$113 Million15.27% of portfolio
-
Savant Capital, LLC1.92MShares$88.3 Million0.71% of portfolio
-
Royal Bank Of Canada Toronto, A61.88MShares$86.4 Million0.02% of portfolio
-
Sequoia Financial Advisors, LLC1.64MShares$75.3 Million0.85% of portfolio