Tpg Financial Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Tpg Financial Advisors, LLC
- $189 Million
- Q4 2023
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 381,993 shares of JPIE stock, worth $17.7 Million. This represents 9.24% of its overall portfolio holdings.
Number of Shares
381,993
Previous 379,259
0.72%
Holding current value
$17.7 Million
Previous $16.8 Million
3.46%
% of portfolio
9.24%
Previous 9.11%
Shares
5 transactions
Others Institutions Holding JPIE
# of Institutions
203Shares Held
26.4MCall Options Held
0Put Options Held
0-
Heritage Financial Services, LLC2.25MShares$105 Million15.11% of portfolio
-
Jpmorgan Chase & CO New York, NY2.04MShares$94.3 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A61.91MShares$88.5 Million0.02% of portfolio
-
Sequoia Financial Advisors, LLC1.54MShares$71.4 Million0.87% of portfolio
-
Bank Of America Corp Charlotte, NC1.21MShares$56.1 Million0.0% of portfolio