Triumph Capital Management J P Morgan Exchange Traded Fd Transaction History
Triumph Capital Management
- $300 Million
- Q2 2025
A detailed history of Triumph Capital Management transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Triumph Capital Management holds 9,789 shares of JPIE stock, worth $451,272. This represents 0.15% of its overall portfolio holdings.
Number of Shares
9,789
Previous 22,467
56.43%
Holding current value
$451,272
Previous $1.04 Million
56.23%
% of portfolio
0.15%
Previous 0.38%
Shares
5 transactions
Others Institutions Holding JPIE
# of Institutions
316Shares Held
53.4MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5.07MShares$234 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.2MShares$148 Million0.01% of portfolio
-
Savant Capital, LLC2.5MShares$115 Million0.87% of portfolio
-
Heritage Financial Services, LLC2.21MShares$102 Million10.05% of portfolio
-
Sequoia Financial Advisors, LLC2.16MShares$99.5 Million0.86% of portfolio