Synergy Asset Management, LLC J P Morgan Exchange Traded Fd Transaction History
Synergy Asset Management, LLC
- $776 Million
- Q1 2025
A detailed history of Synergy Asset Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Synergy Asset Management, LLC holds 68,548 shares of JPIE stock, worth $3.15 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
68,548Holding current value
$3.15 Million% of portfolio
0.41%Shares
1 transactions
Others Institutions Holding JPIE
# of Institutions
305Shares Held
52.5MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5.07MShares$233 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.2MShares$147 Million0.01% of portfolio
-
Savant Capital, LLC2.5MShares$115 Million0.87% of portfolio
-
Heritage Financial Services, LLC2.18MShares$100 Million10.15% of portfolio
-
Sequoia Financial Advisors, LLC2.16MShares$99.2 Million0.86% of portfolio