5 T Wealth, LLC J P Morgan Exchange Traded Fd Transaction History

5 T Wealth, LLC

$183 Billion
Q4 2024

A detailed history of 5 T Wealth, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, 5 T Wealth, LLC holds 41,043 shares of JPIE stock, worth $1.89 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares

41,043

Holding current value

$1.89 Million

% of portfolio

1.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 31, 2025	BUY	$45.59 - $46.25 $1.87 Million - $1.9 Million	41,043 New	41,043 $1.87 Billion

Others Institutions Holding JPIE

# of Institutions

249

Shares Held

37.7M

Call Options Held

Put Options Held

Jpmorgan Chase & CO New York, NY

4.93M
Shares

$227 Million
0.02% of portfolio
Heritage Financial Services, LLC

2.45M
Shares

$113 Million
15.27% of portfolio
Savant Capital, LLC

1.92M
Shares

$88.4 Million
0.71% of portfolio
Royal Bank Of Canada Toronto, A6

1.88M
Shares

$86.5 Million
0.02% of portfolio
Sequoia Financial Advisors, LLC

1.64M
Shares

$75.3 Million
0.85% of portfolio

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JPIE

More about JPIE

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