Whipplewood Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Whipplewood Advisors, LLC
- $169 Billion
- Q1 2025
A detailed history of Whipplewood Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 3,433 shares of JPRE stock, worth $160,767. This represents 0.23% of its overall portfolio holdings.
Number of Shares
3,433
Previous 7,695
55.39%
Holding current value
$160,767
Previous $364 Million
8.74%
% of portfolio
0.23%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding JPRE
# of Institutions
53Shares Held
7.07MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5.6MShares$262 Million0.02% of portfolio
-
First Foundation Advisors Irvine, CA492KShares$23 Million0.99% of portfolio
-
Gradient Investments LLC150KShares$7.03 Million0.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC118KShares$5.52 Million0.0% of portfolio
-
Capital A Wealth Management, LLC New Castle, PA114KShares$5.34 Million5.76% of portfolio