Omni 360 Wealth, Inc. J P Morgan Exchange Traded Fd Transaction History
Omni 360 Wealth, Inc.
- $171 Billion
- Q1 2025
A detailed history of Omni 360 Wealth, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Omni 360 Wealth, Inc. holds 57,771 shares of JPIE stock, worth $2.66 Million. This represents 1.56% of its overall portfolio holdings.
Number of Shares
57,771
Previous 49,364
17.03%
Holding current value
$2.66 Million
Previous $2.25 Billion
18.19%
% of portfolio
1.56%
Previous 1.41%
Shares
6 transactions
Others Institutions Holding JPIE
# of Institutions
307Shares Held
52.8MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5.07MShares$233 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$99.4 Million0.86% of portfolio