Schneider Downs Wealth Management Advisors, LP J P Morgan Exchange Traded Fd Transaction History
Schneider Downs Wealth Management Advisors, LP
- $815 Million
- Q3 2025
A detailed history of Schneider Downs Wealth Management Advisors, LP transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 365,251 shares of JPIE stock, worth $16.9 Million. This represents 2.08% of its overall portfolio holdings.
Number of Shares
365,251
Previous 332,128
9.97%
Holding current value
$16.9 Million
Previous $15.4 Million
10.19%
% of portfolio
2.08%
Previous 2.37%
Shares
10 transactions
Others Institutions Holding JPIE
# of Institutions
381Shares Held
78.9MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY7.43MShares$343 Million0.02% of portfolio
-
Morgan Stanley New York, NY5.4MShares$249 Million0.02% of portfolio
-
Sequoia Financial Advisors, LLC4.61MShares$213 Million1.46% of portfolio
-
Savant Capital, LLC3.54MShares$164 Million0.92% of portfolio
-
Wells Fargo & Company San Francisco, CA2.58MShares$119 Million0.02% of portfolio