Peterson Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Peterson Wealth Advisors, LLC
- $527 Million
- Q2 2025
A detailed history of Peterson Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 29,350 shares of JPIE stock, worth $1.35 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
29,350
Previous 15,018
95.43%
Holding current value
$1.35 Million
Previous $691,000
96.67%
% of portfolio
0.26%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding JPIE
# of Institutions
309Shares Held
52.9MCall 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