Swisher Financial Concepts, Inc. J P Morgan Exchange Traded Fd Transaction History
Swisher Financial Concepts, Inc.
- $109 Million
- Q1 2025
A detailed history of Swisher Financial Concepts, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Swisher Financial Concepts, Inc. holds 15,540 shares of JPRE stock, worth $743,899. This represents 0.68% of its overall portfolio holdings.
Number of Shares
15,540
Previous 18,884
17.71%
Holding current value
$743,899
Previous $892,000
16.82%
% of portfolio
0.68%
Previous 1.1%
Shares
3 transactions
Others Institutions Holding JPRE
# of Institutions
53Shares Held
7.07MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5.6MShares$268 Million0.02% of portfolio
-
First Foundation Advisors Irvine, CA492KShares$23.6 Million0.99% of portfolio
-
Gradient Investments LLC150KShares$7.19 Million0.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC118KShares$5.64 Million0.0% of portfolio
-
Capital A Wealth Management, LLC New Castle, PA114KShares$5.46 Million5.76% of portfolio