Alterna Wealth Management, Inc J P Morgan Exchange Traded Fd Transaction History
Alterna Wealth Management, Inc
- $116 Million
- Q4 2025
A detailed history of Alterna Wealth Management, Inc transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Alterna Wealth Management, Inc holds 4,957 shares of JPIE stock, worth $229,162. This represents 0.2% of its overall portfolio holdings.
Number of Shares
4,957
Previous 4,911
0.94%
Holding current value
$229,162
Previous $227,000
0.88%
% of portfolio
0.2%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding JPIE
# of Institutions
386Shares Held
81.4MCall 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