Strategies Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Strategies Wealth Advisors, LLC
- $748 Billion
- Q3 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 98,236 shares of JPIE stock, worth $4.5 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
98,236
Previous 89,006
10.37%
Holding current value
$4.5 Million
Previous $4.05 Billion
12.63%
% of portfolio
0.61%
Previous 0.59%
Shares
3 transactions
Others Institutions Holding JPIE
# of Institutions
235Shares Held
35.7MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY4.93MShares$226 Million0.02% of portfolio
-
Heritage Financial Services, LLC2.37MShares$108 Million15.0% of portfolio
-
Royal Bank Of Canada Toronto, A61.88MShares$86 Million0.02% of portfolio
-
Sequoia Financial Advisors, LLC1.64MShares$75 Million0.85% of portfolio
-
Bank Of America Corp Charlotte, NC1.53MShares$69.9 Million0.01% of portfolio