Warren Averett Asset Management, LLC J P Morgan Exchange Traded Fd Transaction History
Warren Averett Asset Management, LLC
- $7.99 Billion
- Q1 2025
A detailed history of Warren Averett Asset Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 1,339,709 shares of JPIE stock, worth $61.8 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
1,339,709
Previous 987,428
35.68%
Holding current value
$61.8 Million
Previous $45 Million
37.02%
% of portfolio
0.77%
Previous 0.71%
Shares
6 transactions
Others Institutions Holding JPIE
# of Institutions
309Shares Held
52.9MCall 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, LLC2.18MShares$101 Million10.15% of portfolio
-
Sequoia Financial Advisors, LLC2.16MShares$99.5 Million0.86% of portfolio