Visionary Wealth Advisors J P Morgan Exchange Traded Fd Transaction History
Visionary Wealth Advisors
- $1.56 Billion
- Q1 2025
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 347,273 shares of JPIE stock, worth $16.1 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
347,273
Previous 247,135
40.52%
Holding current value
$16.1 Million
Previous $11.3 Million
41.9%
% of portfolio
1.02%
Previous 0.7%
Shares
10 transactions
Others Institutions Holding JPIE
# of Institutions
322Shares Held
54.3MCall 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
-
Sequoia Financial Advisors, LLC2.7MShares$125 Million0.96% of portfolio
-
Savant Capital, LLC2.5MShares$115 Million0.87% of portfolio
-
Heritage Financial Services, LLC2.21MShares$102 Million10.05% of portfolio