Waterfront Wealth Inc. J P Morgan Exchange Traded Fd Transaction History
Waterfront Wealth Inc.
- $389 Million
- Q4 2024
A detailed history of Waterfront Wealth Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Waterfront Wealth Inc. holds 14,147 shares of JPIE stock, worth $648,074. This represents 0.17% of its overall portfolio holdings.
Number of Shares
14,147
Previous 14,021
0.9%
Holding current value
$648,074
Previous $650,000
0.77%
% of portfolio
0.17%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding JPIE
# of Institutions
261Shares Held
38.8MCall 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, LLC1.78MShares$81.6 Million0.7% of portfolio