Rfg Advisory, LLC J P Morgan Exchange Traded Fd Transaction History

Rfg Advisory, LLC

$2.6 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 09, 2025	BUY	$45.34 - $49.96 $254,357 - $280,275	5,610 New	5,610 $268,000

Others Institutions Holding JPRE

# of Institutions

58

Shares Held

7.56M

Call Options Held

0

Put Options Held

0

Jpmorgan Chase & CO New York, NY

5.6M
Shares

$262 Million
0.02% of portfolio
First Foundation Advisors Irvine, CA

525K
Shares

$24.6 Million
0.95% of portfolio
Gradient Investments LLC

154K
Shares

$7.22 Million
0.17% of portfolio
Anderson Financial Strategies, LLC Dayton, OH

134K
Shares

$6.28 Million
4.09% of portfolio
Raymond James Financial Inc St. Petersburg, FL

126K
Shares

$5.9 Million
0.0% of portfolio

About J P MORGAN EXCHANGE-TRADED FD

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