Waterfront Wealth Inc. J P Morgan Exchange Traded Fd Transaction History

Waterfront Wealth Inc.

$400 Million
Q3 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 14,021 shares of JPIE stock, worth $640,058. This represents 0.16% of its overall portfolio holdings.

Number of Shares

14,021

Holding current value

$640,058

% of portfolio

0.16%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 31, 2024	BUY	$45.17 - $46.39 $633,328 - $650,434	14,021 New	14,021 $650,000

Others Institutions Holding JPIE

# of Institutions

236

Shares Held

35.8M

Call Options Held

Put Options Held

Jpmorgan Chase & CO New York, NY

4.93M
Shares

$225 Million
0.02% of portfolio
Heritage Financial Services, LLC

2.37M
Shares

$108 Million
15.0% of portfolio
Royal Bank Of Canada Toronto, A6

1.88M
Shares

$85.8 Million
0.02% of portfolio
Sequoia Financial Advisors, LLC

1.64M
Shares

$74.7 Million
0.85% of portfolio
Bank Of America Corp Charlotte, NC

1.53M
Shares

$69.7 Million
0.01% of portfolio

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About J P MORGAN EXCHANGE-TRADED FD

Ticker JPIE

More about JPIE

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Waterfront Wealth Inc. J P Morgan Exchange Traded Fd Transaction History