New Edge Wealth, LLC J P Morgan Exchange Traded Fd Transaction History
New Edge Wealth, LLC
- $5.35 Billion
- Q1 2025
A detailed history of New Edge Wealth, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, New Edge Wealth, LLC holds 299,453 shares of JPIE stock, worth $13.7 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
299,453
Previous 307,759
2.7%
Holding current value
$13.7 Million
Previous $14 Million
1.74%
% of portfolio
0.26%
Previous 0.25%
Shares
4 transactions
Others Institutions Holding JPIE
# of Institutions
305Shares Held
52.6MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5.07MShares$232 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.2MShares$147 Million0.01% 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 Million0.86% of portfolio