Opal Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Opal Wealth Advisors, LLC
- $347 Million
- Q3 2025
A detailed history of Opal Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 51,270 shares of JPIE stock, worth $2.37 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
51,270
Previous 48,433
5.86%
Holding current value
$2.37 Million
Previous $2.24 Million
6.06%
% of portfolio
0.69%
Previous 0.64%
Shares
2 transactions
Others Institutions Holding JPIE
# of Institutions
385Shares Held
79.5MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY7.43MShares$343 Million0.02% of portfolio
-
Morgan Stanley New York, NY5.4MShares$249 Million0.02% of portfolio
-
Sequoia Financial Advisors, LLC4.61MShares$213 Million1.46% of portfolio
-
Savant Capital, LLC3.54MShares$164 Million0.92% of portfolio
-
Wells Fargo & Company San Francisco, CA2.58MShares$119 Million0.02% of portfolio