Ae Wealth Management LLC Jp Morgan Exchange Traded Fd T Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q4 2024

A detailed history of Ae Wealth Management LLC transactions in Jp Morgan Exchange Traded Fd T stock. As of the latest transaction made, Ae Wealth Management LLC holds 285 shares of JCPI stock, worth $13,608. This represents 0.0% of its overall portfolio holdings.

Number of Shares

285

Holding current value

$13,608

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$46.67 - $47.99 $13,300 - $13,677	285 New	285 $13,000

Others Institutions Holding JCPI

# of Institutions

Shares Held

11.8M

Call Options Held

Put Options Held

Jpmorgan Chase & CO New York, NY

10.4M
Shares

$496 Million
0.04% of portfolio
Oxford Financial Group LTD Indianapolis, IN

336K
Shares

$16 Million
1.02% of portfolio
Mai Capital Management

234K
Shares

$11.2 Million
0.08% of portfolio
Halpern Financial, Inc. Ashburn, VA

225K
Shares

$10.7 Million
2.77% of portfolio
Ubs Group Ag

144K
Shares

$6.88 Million
0.0% of portfolio

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About JP MORGAN EXCHANGE-TRADED FD T

Ticker JCPI
Sector ETFs
Industry ETFs

More about JCPI

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Ae Wealth Management LLC Jp Morgan Exchange Traded Fd T Transaction History