Southeast Asset Advisors Inc. J P Morgan Exchange Traded Fd Transaction History
Southeast Asset Advisors Inc.
- $805 Million
- Q4 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 8,195 shares of JPIE stock, worth $374,347. This represents 0.05% of its overall portfolio holdings.
Number of Shares
8,195
Previous 4,326
89.44%
Holding current value
$374,347
Previous $200,000
86.5%
% of portfolio
0.05%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding JPIE
# of Institutions
286Shares Held
43.8MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5MShares$228 Million0.02% of portfolio
-
Heritage Financial Services, LLC2.45MShares$112 Million15.27% of portfolio
-
Sequoia Financial Advisors, LLC2.16MShares$98.6 Million0.86% of portfolio
-
Savant Capital, LLC1.92MShares$87.8 Million0.71% of portfolio
-
Royal Bank Of Canada Toronto, A61.88MShares$86 Million0.02% of portfolio