Atlantic Private Wealth, LLC J P Morgan Exchange Traded Fd Transaction History
Atlantic Private Wealth, LLC
- $144 Million
- Q3 2025
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 $359,345. This represents 0.25% of its overall portfolio holdings.
Number of Shares
7,773
Previous 7,773
-0.0%
Holding current value
$359,345
Previous $360,000
-0.0%
% of portfolio
0.25%
Previous 0.26%
Shares
1 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