Morris Retirement Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Morris Retirement Advisors, LLC
- $184 Million
- Q4 2024
Shares
3 transactions
Others Institutions Holding JPIE
# of Institutions
242Shares Held
36.7MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY4.93MShares$226 Million0.02% of portfolio
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Heritage Financial Services, LLC2.45MShares$113 Million15.27% of portfolio
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Royal Bank Of Canada Toronto, A61.88MShares$86.2 Million0.02% of portfolio
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Sequoia Financial Advisors, LLC1.64MShares$75.1 Million0.85% of portfolio
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Bank Of America Corp Charlotte, NC1.53MShares$70 Million0.01% of portfolio