Opes Wealth Management LLC J P Morgan Exchange Traded Fd Transaction History
Opes Wealth Management LLC
- $486 Million
- Q4 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 9,980 shares of JPIE stock, worth $457,982. This represents 0.09% of its overall portfolio holdings.
Number of Shares
9,980
Previous 9,382
6.37%
Holding current value
$457,982
Previous $435,000
4.6%
% of portfolio
0.09%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding JPIE
# of Institutions
254Shares Held
38MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY4.93MShares$226 Million0.02% of portfolio
-
Heritage Financial Services, LLC2.45MShares$113 Million15.27% of portfolio
-
Savant Capital, LLC1.92MShares$88.2 Million0.71% of portfolio
-
Royal Bank Of Canada Toronto, A61.88MShares$86.2 Million0.02% of portfolio
-
Sequoia Financial Advisors, LLC1.64MShares$75.1 Million0.85% of portfolio