Wealthcare Advisory Partners LLC J P Morgan Exchange Traded Fd Transaction History
Wealthcare Advisory Partners LLC
- $4.19 Billion
- Q2 2025
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 482,877 shares of JPIE stock, worth $22.3 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
482,877
Previous 430,713
12.11%
Holding current value
$22.3 Million
Previous $19.8 Million
12.82%
% of portfolio
0.53%
Previous 0.56%
Shares
11 transactions
Others Institutions Holding JPIE
# of Institutions
349Shares Held
60MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5.07MShares$234 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.81MShares$176 Million0.01% of portfolio
-
Savant Capital, LLC3.21MShares$148 Million0.97% of portfolio
-
Heritage Financial Services, LLC2.21MShares$102 Million10.05% of portfolio
-
Bank Of America Corp Charlotte, NC2.16MShares$100 Million0.01% of portfolio