49 Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History
49 Wealth Management, LLC
- $614 Billion
- Q3 2024
A detailed history of 49 Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, 49 Wealth Management, LLC holds 14,701 shares of JPIE stock, worth $673,452. This represents 0.11% of its overall portfolio holdings.
Number of Shares
14,701
Previous 21,971
33.09%
Holding current value
$673,452
Previous $992 Million
31.27%
% of portfolio
0.11%
Previous 0.2%
Shares
4 transactions
Others Institutions Holding JPIE
# of Institutions
259Shares Held
38.7MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY4.93MShares$226 Million0.02% of portfolio
-
Heritage Financial Services, LLC2.45MShares$112 Million15.27% of portfolio
-
Savant Capital, LLC1.92MShares$88 Million0.71% of portfolio
-
Royal Bank Of Canada Toronto, A61.88MShares$86.1 Million0.02% of portfolio
-
Sequoia Financial Advisors, LLC1.78MShares$81.6 Million0.7% of portfolio