N.E.W. Advisory Services LLC J P Morgan Exchange Traded Fd Transaction History

N.E.W. Advisory Services LLC

$1.25 Billion
Q1 2025

A detailed history of N.E.W. Advisory Services LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 6,631 shares of JPIE stock, worth $305,224. This represents 0.02% of its overall portfolio holdings.

Number of Shares

6,631

Holding current value

$305,224

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 07, 2025	BUY	$45.46 - $46.18 $301,445 - $306,219	6,631 New	6,631 $305,000

Others Institutions Holding JPIE

# of Institutions

295

Shares Held

46.9M

Call Options Held

Put Options Held

Jpmorgan Chase & CO New York, NY

5.07M
Shares

$233 Million
0.02% of portfolio
Savant Capital, LLC

2.5M
Shares

$115 Million
0.87% of portfolio
Heritage Financial Services, LLC

2.45M
Shares

$113 Million
15.27% of portfolio
Sequoia Financial Advisors, LLC

2.16M
Shares

$99.4 Million
0.86% of portfolio
Royal Bank Of Canada Toronto, A6

1.88M
Shares

$86.7 Million
0.02% of portfolio

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About J P MORGAN EXCHANGE-TRADED FD

Ticker JPIE

More about JPIE

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N.E.W. Advisory Services LLC J P Morgan Exchange Traded Fd Transaction History