Milestone Asset Management Group, LLC J P Morgan Exchange Traded Fd Transaction History
Milestone Asset Management Group, LLC
- $159 Billion
- Q3 2025
A detailed history of Milestone Asset Management Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Milestone Asset Management Group, LLC holds 9,633 shares of JPRE stock, worth $456,315. This represents 0.29% of its overall portfolio holdings.
Number of Shares
9,633
Previous 9,014
6.87%
Holding current value
$456,315
Previous $429 Million
7.52%
% of portfolio
0.29%
Previous 0.32%
Shares
4 transactions
Others Institutions Holding JPRE
# of Institutions
57Shares Held
7.89MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.22MShares$295 Million0.02% of portfolio
-
First Foundation Advisors Irvine, CA439KShares$20.8 Million0.8% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL160KShares$7.58 Million0.0% of portfolio
-
Anderson Financial Strategies, LLC Dayton, OH151KShares$7.17 Million4.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC125KShares$5.93 Million0.0% of portfolio