Steward Partners Investment Advisory, LLC J P Morgan Exchange Traded Fd Transaction History
Steward Partners Investment Advisory, LLC
- $8.95 Billion
- Q1 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 584 shares of JPIE stock, worth $26,548. This represents 0.0% of its overall portfolio holdings.
Number of Shares
584
Previous 694
15.85%
Holding current value
$26,548
Previous $31,000
16.13%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding JPIE
# of Institutions
181Shares Held
20.5MCall Options Held
0Put Options Held
0-
Heritage Financial Services, LLC2.17MShares$98.7 Million15.13% of portfolio
-
Jpmorgan Chase & CO New York, NY1.84MShares$83.6 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.01MShares$46 Million0.0% of portfolio
-
Syntegra Private Wealth Group, LLC Chesterfield, MO739KShares$33.6 Million4.35% of portfolio
-
D'Orazio & Associates, Inc. Falls Church, VA628KShares$28.6 Million4.63% of portfolio