Swisher Financial Concepts, Inc. J P Morgan Exchange Traded Fd Transaction History
Swisher Financial Concepts, Inc.
- $140 Million
- Q2 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 12,052 shares of JPRE stock, worth $563,913. This represents 0.41% of its overall portfolio holdings.
Number of Shares
12,052
Previous 15,540
22.45%
Holding current value
$563,913
Previous $742,000
22.64%
% of portfolio
0.41%
Previous 0.68%
Shares
4 transactions
Others Institutions Holding JPRE
# of Institutions
52Shares Held
7.16MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5.6MShares$262 Million0.02% of portfolio
-
First Foundation Advisors Irvine, CA492KShares$23 Million0.99% of portfolio
-
Gradient Investments LLC154KShares$7.22 Million0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC118KShares$5.52 Million0.0% of portfolio
-
Capital A Wealth Management, LLC New Castle, PA114KShares$5.33 Million5.76% of portfolio