Tpg Financial Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Tpg Financial Advisors, LLC
- $226 Million
- Q1 2025
A detailed history of Tpg Financial Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Tpg Financial Advisors, LLC holds 422,035 shares of JPIE stock, worth $19.4 Million. This represents 8.61% of its overall portfolio holdings.
Number of Shares
422,035
Previous 437,006
3.43%
Holding current value
$19.4 Million
Previous $19.9 Million
2.47%
% of portfolio
8.61%
Previous 8.68%
Shares
9 transactions
Others Institutions Holding JPIE
# of Institutions
305Shares Held
52.4MCall 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$99.4 Million0.86% of portfolio