Williams Financial, LLC J P Morgan Exchange Traded Fd Transaction History
Williams Financial, LLC
- $125 Million
- Q1 2025
A detailed history of Williams Financial, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Williams Financial, LLC holds 398,361 shares of JPIE stock, worth $18.3 Million. This represents 14.7% of its overall portfolio holdings.
Number of Shares
398,361Holding current value
$18.3 Million% of portfolio
14.7%Shares
1 transactions
Others Institutions Holding JPIE
# of Institutions
305Shares Held
52.6MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5.07MShares$232 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.2MShares$147 Million0.01% of portfolio
-
Savant Capital, LLC2.5MShares$115 Million0.87% of portfolio
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Heritage Financial Services, LLC2.18MShares$100 Million10.15% of portfolio
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Sequoia Financial Advisors, LLC2.16MShares$99 Million0.86% of portfolio