Martin Worley Group J P Morgan Exchange Traded Fd Transaction History
Martin Worley Group
- $175 Billion
- Q1 2025
A detailed history of Martin Worley Group transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Martin Worley Group holds 79,084 shares of JPIE stock, worth $3.64 Million. This represents 2.08% of its overall portfolio holdings.
Number of Shares
79,084
Previous 66,125
19.6%
Holding current value
$3.64 Million
Previous $3.02 Billion
20.78%
% of portfolio
2.08%
Previous 1.88%
Shares
2 transactions
Others Institutions Holding JPIE
# of Institutions
295Shares Held
46.2MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5MShares$230 Million0.02% of portfolio
-
Savant Capital, LLC2.5MShares$115 Million0.87% of portfolio
-
Heritage Financial Services, LLC2.45MShares$113 Million15.27% of portfolio
-
Sequoia Financial Advisors, LLC2.16MShares$99.4 Million0.86% of portfolio
-
Royal Bank Of Canada Toronto, A61.88MShares$86.7 Million0.02% of portfolio