Prentice Wealth Management LLC J P Morgan Exchange Traded Fd Transaction History
Prentice Wealth Management LLC
- $338 Million
- Q1 2025
A detailed history of Prentice Wealth Management LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Prentice Wealth Management LLC holds 5,490 shares of JPIE stock, worth $253,692. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,490
Previous 6,507
15.63%
Holding current value
$253,692
Previous $296,000
14.86%
% of portfolio
0.07%
Previous 0.09%
Shares
11 transactions
Others Institutions Holding JPIE
# of Institutions
324Shares Held
54.4MCall 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
-
Sequoia Financial Advisors, LLC2.7MShares$125 Million0.96% of portfolio
-
Savant Capital, LLC2.5MShares$115 Million0.87% of portfolio
-
Heritage Financial Services, LLC2.21MShares$102 Million10.05% of portfolio