Mn Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Mn Wealth Advisors, LLC
- $170 Billion
- Q1 2025
A detailed history of Mn Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Mn Wealth Advisors, LLC holds 82,361 shares of JPIE stock, worth $3.8 Million. This represents 2.23% of its overall portfolio holdings.
Number of Shares
82,361
Previous 71,280
15.55%
Holding current value
$3.8 Million
Previous $3.25 Billion
16.68%
% of portfolio
2.23%
Previous 1.83%
Shares
6 transactions
Others Institutions Holding JPIE
# of Institutions
322Shares Held
54.3MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5.07MShares$234 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.2MShares$148 Million0.01% of portfolio
-
Sequoia Financial Advisors, LLC2.7MShares$125 Million0.96% of portfolio
-
Savant Capital, LLC2.5MShares$115 Million0.87% of portfolio
-
Heritage Financial Services, LLC2.21MShares$102 Million10.05% of portfolio