Summit Wealth Partners, LLC J P Morgan Exchange Traded Fd Transaction History
Summit Wealth Partners, LLC
- $554 Billion
- Q3 2025
A detailed history of Summit Wealth Partners, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 6,752 shares of JPIE stock, worth $312,144. This represents 0.06% of its overall portfolio holdings.
Number of Shares
6,752
Previous 6,210
8.73%
Holding current value
$312,144
Previous $288 Million
8.94%
% of portfolio
0.06%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding JPIE
# of Institutions
382Shares Held
78.9MCall 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