Sheets Smith Wealth Management J P Morgan Exchange Traded Fd Transaction History
Sheets Smith Wealth Management
- $856 Million
- Q3 2025
A detailed history of Sheets Smith Wealth Management transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Sheets Smith Wealth Management holds 39,023 shares of JPIE stock, worth $1.8 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
39,023
Previous 29,976
30.18%
Holding current value
$1.8 Million
Previous $1.39 Million
30.48%
% of portfolio
0.21%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding JPIE
# of Institutions
383Shares Held
79MCall 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