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 $382,693. This represents 0.05% of its overall portfolio holdings.
Number of Shares
8,314
Previous 8,195
1.45%
Holding current value
$382,693
Previous $373,000
2.68%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding JPIE
# of Institutions
306Shares Held
52.7MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5.07MShares$233 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$99.4 Million0.86% of portfolio