Scott Capital Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Scott Capital Advisors, LLC
- $334 Million
- Q1 2025
A detailed history of Scott Capital Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Scott Capital Advisors, LLC holds 377,690 shares of JPIE stock, worth $17.3 Million. This represents 5.21% of its overall portfolio holdings.
Number of Shares
377,690
Previous 370,138
2.04%
Holding current value
$17.3 Million
Previous $16.9 Million
3.05%
% of portfolio
5.21%
Previous 4.83%
Shares
9 transactions
Others Institutions Holding JPIE
# of Institutions
305Shares Held
52.6MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5.07MShares$232 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.2MShares$147 Million0.01% of portfolio
-
Savant Capital, LLC2.5MShares$115 Million0.87% of portfolio
-
Heritage Financial Services, LLC2.18MShares$100 Million10.15% of portfolio
-
Sequoia Financial Advisors, LLC2.16MShares$99 Million0.86% of portfolio