Modera Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History
Modera Wealth Management, LLC
- $7.26 Billion
- Q1 2025
A detailed history of Modera Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Modera Wealth Management, LLC holds 47,657 shares of JPIE stock, worth $2.19 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
47,657
Previous 36,930
29.05%
Holding current value
$2.19 Million
Previous $1.68 Million
30.34%
% of portfolio
0.03%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding JPIE
# of Institutions
303Shares Held
50MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5.07MShares$233 Million0.02% of portfolio
-
Savant Capital, LLC2.5MShares$115 Million0.87% of portfolio
-
Heritage Financial Services, LLC2.18MShares$100 Million10.15% 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