Alteri Wealth LLC J P Morgan Exchange Traded Fd Transaction History
Alteri Wealth LLC
- $291 Billion
- Q3 2025
A detailed history of Alteri Wealth LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Alteri Wealth LLC holds 8,495 shares of JPIE stock, worth $392,723. This represents 0.14% of its overall portfolio holdings.
Number of Shares
8,495
Previous 4,650
82.69%
Holding current value
$392,723
Previous $215 Million
83.04%
% of portfolio
0.14%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding JPIE
# of Institutions
382Shares Held
78.9MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY7.43MShares$343 Million0.02% of portfolio
-
Morgan Stanley New York, NY5.4MShares$249 Million0.02% of portfolio
-
Sequoia Financial Advisors, LLC4.61MShares$213 Million1.46% of portfolio
-
Savant Capital, LLC3.54MShares$164 Million0.92% of portfolio
-
Wells Fargo & Company San Francisco, CA2.58MShares$119 Million0.02% of portfolio