Opes Wealth Management LLC J P Morgan Exchange Traded Fd Transaction History
Opes Wealth Management LLC
- $514 Million
- Q3 2024
A detailed history of Opes Wealth Management LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Opes Wealth Management LLC holds 9,382 shares of JPIE stock, worth $430,070. This represents 0.08% of its overall portfolio holdings.
Number of Shares
9,382
Previous 8,930
5.06%
Holding current value
$430,070
Previous $405,000
7.41%
% of portfolio
0.08%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding JPIE
# of Institutions
235Shares Held
35.7MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY4.93MShares$226 Million0.02% of portfolio
-
Heritage Financial Services, LLC2.37MShares$108 Million15.0% of portfolio
-
Royal Bank Of Canada Toronto, A61.88MShares$86.1 Million0.02% of portfolio
-
Sequoia Financial Advisors, LLC1.64MShares$75.1 Million0.85% of portfolio
-
Bank Of America Corp Charlotte, NC1.53MShares$70 Million0.01% of portfolio