Southeast Asset Advisors Inc. J P Morgan Exchange Traded Fd Transaction History
Southeast Asset Advisors Inc.
- $806 Million
- Q1 2025
A detailed history of Southeast Asset Advisors Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Southeast Asset Advisors Inc. holds 8,314 shares of JPIE stock, worth $384,189. This represents 0.05% of its overall portfolio holdings.
Number of Shares
8,314
Previous 8,195
1.45%
Holding current value
$384,189
Previous $373,000
2.68%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding JPIE
# of Institutions
327Shares Held
57.1MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5.07MShares$234 Million0.02% of portfolio
-
Savant Capital, LLC3.21MShares$148 Million0.97% of portfolio
-
Morgan Stanley New York, NY3.2MShares$148 Million0.01% of portfolio
-
Sequoia Financial Advisors, LLC2.7MShares$125 Million0.96% of portfolio
-
Heritage Financial Services, LLC2.21MShares$102 Million10.05% of portfolio