Richard W. Paul & Associates, LLC J P Morgan Exchange Traded Fd Transaction History
Richard W. Paul & Associates, LLC
- $278 Billion
- Q3 2024
A detailed history of Richard W. Paul & Associates, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Richard W. Paul & Associates, LLC holds 189,777 shares of JPIE stock, worth $8.68 Million. This represents 3.16% of its overall portfolio holdings.
Number of Shares
189,777
Previous 24,898
662.22%
Holding current value
$8.68 Million
Previous $1.13 Billion
677.81%
% of portfolio
3.16%
Previous 0.44%
Shares
6 transactions
Others Institutions Holding JPIE
# of Institutions
233Shares Held
35.7MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY4.93MShares$225 Million0.02% of portfolio
-
Heritage Financial Services, LLC2.37MShares$108 Million15.0% of portfolio
-
Royal Bank Of Canada Toronto, A61.88MShares$86 Million0.02% of portfolio
-
Sequoia Financial Advisors, LLC1.64MShares$74.9 Million0.85% of portfolio
-
Bank Of America Corp Charlotte, NC1.53MShares$69.8 Million0.01% of portfolio