Warren Averett Asset Management, LLC J P Morgan Exchange Traded Fd Call Options Transaction History

Warren Averett Asset Management, LLC

$4.21 Billion
Q1 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding JPIE

# of Institutions

181

Shares Held

20.5M

Call Options Held

0

Put Options Held

0

Heritage Financial Services, LLC

2.17M
Shares

$98.7 Million
15.13% of portfolio
Jpmorgan Chase & CO New York, NY

1.84M
Shares

$83.6 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.01M
Shares

$46 Million
0.0% of portfolio
Syntegra Private Wealth Group, LLC Chesterfield, MO

739K
Shares

$33.6 Million
4.35% of portfolio
D'Orazio & Associates, Inc. Falls Church, VA

628K
Shares

$28.6 Million
4.63% of portfolio

About J P MORGAN EXCHANGE-TRADED FD

Ticker JPIE

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