Paladin Advisory Group, LLC J P Morgan Exchange Traded Fd Transaction History
Paladin Advisory Group, LLC
- $130 Million
- Q4 2024
A detailed history of Paladin Advisory Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Paladin Advisory Group, LLC holds 79,248 shares of JPIE stock, worth $3.63 Million. This represents 2.79% of its overall portfolio holdings.
Number of Shares
79,248
Previous 82,544
3.99%
Holding current value
$3.63 Million
Previous $3.83 Million
5.59%
% of portfolio
2.79%
Previous 2.85%
Shares
9 transactions
Others Institutions Holding JPIE
# of Institutions
259Shares Held
38.7MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY4.93MShares$226 Million0.02% of portfolio
-
Heritage Financial Services, LLC2.45MShares$112 Million15.27% of portfolio
-
Savant Capital, LLC1.92MShares$88 Million0.71% of portfolio
-
Royal Bank Of Canada Toronto, A61.88MShares$86.1 Million0.02% of portfolio
-
Sequoia Financial Advisors, LLC1.78MShares$81.6 Million0.7% of portfolio