Prevail Innovative Wealth Advisors, LLC Jp Morgan Exchange Traded Fd T Transaction History
Prevail Innovative Wealth Advisors, LLC
- $269 Billion
- Q1 2024
Shares
2 transactions
Others Institutions Holding JCPI
# of Institutions
28Shares Held
11.8MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY10.8MShares$503 Million0.05% of portfolio
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Oxford Financial Group LTD Indianapolis, IN363KShares$17 Million1.18% of portfolio
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Halpern Financial, Inc. Ashburn, VA209KShares$9.75 Million2.82% of portfolio
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Hunter Associates Investment Management LLC Pittsburgh, PA98.5KShares$4.6 Million0.78% of portfolio
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Sage Rhino Capital LLC61.7KShares$2.88 Million0.7% of portfolio