Summit Wealth Group LLC / CO J P Morgan Exchange Traded Fd Transaction History
Summit Wealth Group LLC / CO
- $398 Billion
- Q2 2025
A detailed history of Summit Wealth Group LLC / CO transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Summit Wealth Group LLC / CO holds 18,985 shares of JPIE stock, worth $880,144. This represents 0.22% of its overall portfolio holdings.
Number of Shares
18,985Holding current value
$880,144% of portfolio
0.22%Shares
1 transactions
Others Institutions Holding JPIE
# of Institutions
361Shares Held
62.8MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5.07MShares$235 Million0.02% of portfolio
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Morgan Stanley New York, NY3.81MShares$176 Million0.01% of portfolio
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Savant Capital, LLC3.21MShares$149 Million0.97% of portfolio
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Heritage Financial Services, LLC2.21MShares$102 Million10.05% of portfolio
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Bank Of America Corp Charlotte, NC2.16MShares$100 Million0.01% of portfolio