Richard W. Paul & Associates, LLC J P Morgan Exchange Traded Fd Transaction History
Richard W. Paul & Associates, LLC
- $293 Billion
- Q3 2025
A detailed history of Richard W. Paul & Associates, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Richard W. Paul & Associates, LLC holds 207,837 shares of JPIE stock, worth $9.61 Million. This represents 3.29% of its overall portfolio holdings.
Number of Shares
207,837
Previous 199,408
4.23%
Holding current value
$9.61 Million
Previous $9.24 Billion
4.43%
% of portfolio
3.29%
Previous 3.34%
Shares
10 transactions
Others Institutions Holding JPIE
# of Institutions
383Shares Held
79MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY7.43MShares$343 Million0.02% of portfolio
-
Morgan Stanley New York, NY5.4MShares$249 Million0.02% of portfolio
-
Sequoia Financial Advisors, LLC4.61MShares$213 Million1.46% of portfolio
-
Savant Capital, LLC3.54MShares$164 Million0.92% of portfolio
-
Wells Fargo & Company San Francisco, CA2.58MShares$119 Million0.02% of portfolio