Avantax Advisory Services, Inc. J P Morgan Exchange Traded Fd Transaction History
Avantax Advisory Services, Inc.
- $17.6 Billion
- Q2 2025
A detailed history of Avantax Advisory Services, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 31,267 shares of JPIE stock, worth $1.45 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
31,267
Previous 23,566
32.68%
Holding current value
$1.45 Million
Previous $1.09 Million
33.46%
% of portfolio
0.01%
Previous 0.01%
Shares
8 transactions
Others Institutions Holding JPIE
# of Institutions
383Shares Held
79MCall 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