Atlantic Private Wealth, LLC J P Morgan Exchange Traded Fd Transaction History
Atlantic Private Wealth, LLC
- $131 Million
- Q4 2024
A detailed history of Atlantic Private Wealth, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 7,773 shares of JPIE stock, worth $356,081. This represents 0.27% of its overall portfolio holdings.
Number of Shares
7,773
Previous 7,773
-0.0%
Holding current value
$356,081
Previous $360,000
1.67%
% of portfolio
0.27%
Previous 0.27%
Shares
1 transactions
Others Institutions Holding JPIE
# of Institutions
261Shares Held
38.8MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5MShares$229 Million0.02% of portfolio
-
Heritage Financial Services, LLC2.45MShares$112 Million15.27% of portfolio
-
Savant Capital, LLC1.92MShares$88 Million0.71% of portfolio
-
Royal Bank Of Canada Toronto, A61.88MShares$86.1 Million0.02% of portfolio
-
Sequoia Financial Advisors, LLC1.78MShares$81.6 Million0.7% of portfolio