Opal Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Opal Wealth Advisors, LLC
- $348 Million
- Q2 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 48,433 shares of JPIE stock, worth $2.23 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
48,433Holding current value
$2.23 Million% of portfolio
0.64%Shares
1 transactions
Others Institutions Holding JPIE
# of Institutions
314Shares Held
53.2MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5.07MShares$234 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.2MShares$148 Million0.01% of portfolio
-
Savant Capital, LLC2.5MShares$115 Million0.87% of portfolio
-
Heritage Financial Services, LLC2.18MShares$101 Million10.15% of portfolio
-
Sequoia Financial Advisors, LLC2.16MShares$99.5 Million0.86% of portfolio