Tpg Financial Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Tpg Financial Advisors, LLC
- $230 Million
- Q4 2024
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 437,006 shares of JPIE stock, worth $20.1 Million. This represents 8.68% of its overall portfolio holdings.
Number of Shares
437,006
Previous 418,942
4.31%
Holding current value
$20.1 Million
Previous $19.4 Million
2.58%
% of portfolio
8.68%
Previous 8.76%
Shares
8 transactions
Others Institutions Holding JPIE
# of Institutions
254Shares Held
38MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY4.93MShares$226 Million0.02% of portfolio
-
Heritage Financial Services, LLC2.45MShares$113 Million15.27% of portfolio
-
Savant Capital, LLC1.92MShares$88.2 Million0.71% of portfolio
-
Royal Bank Of Canada Toronto, A61.88MShares$86.2 Million0.02% of portfolio
-
Sequoia Financial Advisors, LLC1.64MShares$75.1 Million0.85% of portfolio