Strategies Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Strategies Wealth Advisors, LLC
- $803 Billion
- Q4 2024
A detailed history of Strategies Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 84,736 shares of JPIE stock, worth $3.87 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
84,736
Previous 98,236
13.74%
Holding current value
$3.87 Million
Previous $4.56 Billion
14.78%
% of portfolio
0.48%
Previous 0.61%
Shares
4 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