Southeast Asset Advisors Inc. J P Morgan Exchange Traded Fd Transaction History

Southeast Asset Advisors Inc.

$897 Million
Q3 2024

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 4,326 shares of JPIE stock, worth $197,481. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,326

Holding current value

$197,481

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 13, 2024	BUY	$45.17 - $46.39 $195,405 - $200,683	4,326 New	4,326 $200,000

Others Institutions Holding JPIE

# of Institutions

233

Shares Held

35.7M

Call Options Held

Put Options Held

Jpmorgan Chase & CO New York, NY

4.93M
Shares

$225 Million
0.02% of portfolio
Heritage Financial Services, LLC

2.37M
Shares

$108 Million
15.0% of portfolio
Royal Bank Of Canada Toronto, A6

1.88M
Shares

$85.8 Million
0.02% of portfolio
Sequoia Financial Advisors, LLC

1.64M
Shares

$74.7 Million
0.85% of portfolio
Bank Of America Corp Charlotte, NC

1.53M
Shares

$69.7 Million
0.01% of portfolio

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JPIE

More about JPIE

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Southeast Asset Advisors Inc. J P Morgan Exchange Traded Fd Transaction History