Modera Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History
Modera Wealth Management, LLC
- $7.91 Billion
- Q2 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 48,110 shares of JPIE stock, worth $2.22 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
48,110
Previous 47,657
0.95%
Holding current value
$2.22 Million
Previous $2.2 Million
1.5%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding JPIE
# of Institutions
348Shares Held
60.1MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5.07MShares$234 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.81MShares$176 Million0.01% of portfolio
-
Savant Capital, LLC3.21MShares$148 Million0.97% of portfolio
-
Heritage Financial Services, LLC2.21MShares$102 Million10.05% of portfolio
-
Bank Of America Corp Charlotte, NC2.16MShares$100 Million0.01% of portfolio