Altus Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History
Altus Wealth Management, LLC
- $226 Million
- Q3 2025
A detailed history of Altus Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Altus Wealth Management, LLC holds 40,952 shares of JPIE stock, worth $1.89 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
40,952
Previous 40,201
1.87%
Holding current value
$1.89 Million
Previous $1.86 Million
2.04%
% of portfolio
0.84%
Previous 0.89%
Shares
9 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