Visionary Wealth Advisors J P Morgan Exchange Traded Fd Transaction History
Visionary Wealth Advisors
- $1.57 Billion
- Q3 2024
A detailed history of Visionary Wealth Advisors transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Visionary Wealth Advisors holds 244,668 shares of JPIE stock, worth $11.3 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
244,668
Previous 202,038
21.1%
Holding current value
$11.3 Million
Previous $9.18 Million
23.58%
% of portfolio
0.72%
Previous 0.62%
Shares
8 transactions
Others Institutions Holding JPIE
# of Institutions
250Shares Held
37.5MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY4.93MShares$227 Million0.02% of portfolio
-
Heritage Financial Services, LLC2.45MShares$113 Million15.27% of portfolio
-
Savant Capital, LLC1.92MShares$88.4 Million0.71% of portfolio
-
Royal Bank Of Canada Toronto, A61.88MShares$86.5 Million0.02% of portfolio
-
Sequoia Financial Advisors, LLC1.64MShares$75.3 Million0.85% of portfolio