Adg Wealth Management Group, LLC J P Morgan Exchange Traded Fd Transaction History
Adg Wealth Management Group, LLC
- $113 Billion
- Q4 2024
A detailed history of Adg Wealth Management Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Adg Wealth Management Group, LLC holds 4,429 shares of JPIE stock, worth $203,246. This represents 0.18% of its overall portfolio holdings.
Number of Shares
4,429Holding current value
$203,246% of portfolio
0.18%Shares
1 transactions
Others Institutions Holding JPIE
# of Institutions
254Shares Held
38MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY4.93MShares$226 Million0.02% of portfolio
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Heritage Financial Services, LLC2.45MShares$113 Million15.27% of portfolio
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Savant Capital, LLC1.92MShares$88.2 Million0.71% of portfolio
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Royal Bank Of Canada Toronto, A61.88MShares$86.2 Million0.02% of portfolio
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Sequoia Financial Advisors, LLC1.64MShares$75.1 Million0.85% of portfolio