Summit Wealth Partners, LLC J P Morgan Exchange Traded Fd Transaction History

Summit Wealth Partners, LLC

$524 Billion
Q2 2025

A detailed history of Summit Wealth Partners, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 6,210 shares of JPIE stock, worth $287,336. This represents 0.05% of its overall portfolio holdings.

Number of Shares

6,210

Holding current value

$287,336

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 11, 2025	BUY	$45.12 - $46.32 $280,195 - $287,647	6,210 New	6,210 $288 Million

Others Institutions Holding JPIE

# of Institutions

352

Shares Held

60.4M

Call Options Held

Put Options Held

Jpmorgan Chase & CO New York, NY

5.07M
Shares

$234 Million
0.02% of portfolio
Morgan Stanley New York, NY

3.81M
Shares

$176 Million
0.01% of portfolio
Savant Capital, LLC

3.21M
Shares

$149 Million
0.97% of portfolio
Heritage Financial Services, LLC

2.21M
Shares

$102 Million
10.05% of portfolio
Bank Of America Corp Charlotte, NC

2.16M
Shares

$100 Million
0.01% of portfolio

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JPIE

More about JPIE

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Summit Wealth Partners, LLC J P Morgan Exchange Traded Fd Transaction History