Walkner Condon Financial Advisors LLC J P Morgan Exchange Traded Fd Transaction History
Walkner Condon Financial Advisors LLC
- $480 Million
- Q4 2024
A detailed history of Walkner Condon Financial Advisors LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 12,942 shares of JPIE stock, worth $592,873. This represents 0.12% of its overall portfolio holdings.
Number of Shares
12,942
Previous 12,249
5.66%
Holding current value
$592,873
Previous $568,000
3.87%
% of portfolio
0.12%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding JPIE
# of Institutions
251Shares Held
37.5MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY4.93MShares$226 Million0.02% of portfolio
-
Heritage Financial Services, LLC2.45MShares$112 Million15.27% of portfolio
-
Savant Capital, LLC1.92MShares$88 Million0.71% of portfolio
-
Royal Bank Of Canada Toronto, A61.88MShares$86.1 Million0.02% of portfolio
-
Sequoia Financial Advisors, LLC1.64MShares$75 Million0.85% of portfolio