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 $11.2 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
244,668
Previous 202,038
21.1%
Holding current value
$11.2 Million
Previous $9.18 Million
23.58%
% of portfolio
0.72%
Previous 0.62%
Shares
8 transactions
Others Institutions Holding JPIE
# of Institutions
235Shares Held
35.7MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY4.93MShares$225 Million0.02% of portfolio
-
Heritage Financial Services, LLC2.37MShares$108 Million15.0% of portfolio
-
Royal Bank Of Canada Toronto, A61.88MShares$85.9 Million0.02% of portfolio
-
Sequoia Financial Advisors, LLC1.64MShares$74.8 Million0.85% of portfolio
-
Bank Of America Corp Charlotte, NC1.53MShares$69.7 Million0.01% of portfolio