Sea Crest Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History
Sea Crest Wealth Management, LLC
- $916 Million
- Q4 2024
A detailed history of Sea Crest Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 5,780 shares of JPIE stock, worth $265,937. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,780
Previous 4,390
31.66%
Holding current value
$265,937
Previous $203,000
29.56%
% of portfolio
0.03%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding JPIE
# of Institutions
249Shares Held
37.7MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY4.93MShares$227 Million0.02% of portfolio
-
Heritage Financial Services, LLC2.45MShares$113 Million15.27% of portfolio
-
Savant Capital, LLC1.92MShares$88.4 Million0.71% of portfolio
-
Royal Bank Of Canada Toronto, A61.88MShares$86.5 Million0.02% of portfolio
-
Sequoia Financial Advisors, LLC1.64MShares$75.3 Million0.85% of portfolio