Mascagni Wealth Management, Inc. J P Morgan Exchange Traded Fd Transaction History
Mascagni Wealth Management, Inc.
- $129 Billion
- Q3 2025
A detailed history of Mascagni Wealth Management, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Mascagni Wealth Management, Inc. holds 10,318 shares of JPIE stock, worth $478,342. This represents 0.37% of its overall portfolio holdings.
Number of Shares
10,318
Previous 10,578
2.46%
Holding current value
$478,342
Previous $490 Million
2.27%
% of portfolio
0.37%
Previous 0.42%
Shares
6 transactions
Others Institutions Holding JPIE
# of Institutions
366Shares Held
68.6MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5.07MShares$235 Million0.02% of portfolio
-
Sequoia Financial Advisors, LLC4.61MShares$214 Million1.46% of portfolio
-
Morgan Stanley New York, NY3.81MShares$176 Million0.01% of portfolio
-
Savant Capital, LLC3.21MShares$149 Million0.97% of portfolio
-
Heritage Financial Services, LLC2.31MShares$107 Million9.84% of portfolio