Wealthcare Advisory Partners LLC J P Morgan Exchange Traded Fd Transaction History
Wealthcare Advisory Partners LLC
- $3 Billion
- Q1 2024
A detailed history of Wealthcare Advisory Partners LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 121,273 shares of JPIE stock, worth $5.49 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
121,273
Previous 118,638
2.22%
Holding current value
$5.49 Million
Previous $5.41 Million
2.11%
% of portfolio
0.18%
Previous 0.22%
Shares
6 transactions
Others Institutions Holding JPIE
# of Institutions
180Shares Held
20.5MCall Options Held
0Put Options Held
0-
Heritage Financial Services, LLC2.17MShares$98.2 Million15.13% of portfolio
-
Jpmorgan Chase & CO New York, NY1.84MShares$83.3 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.01MShares$45.8 Million0.0% of portfolio
-
Syntegra Private Wealth Group, LLC Chesterfield, MO739KShares$33.5 Million4.35% of portfolio
-
D'Orazio & Associates, Inc. Falls Church, VA628KShares$28.4 Million4.63% of portfolio