Convergence Financial, LLC J P Morgan Exchange Traded Fd Transaction History
Convergence Financial, LLC
- $471 Billion
- Q3 2024
A detailed history of Convergence Financial, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Convergence Financial, LLC holds 10,170 shares of JPIE stock, worth $464,158. This represents 0.1% of its overall portfolio holdings.
Number of Shares
10,170
Previous 7,689
32.27%
Holding current value
$464,158
Previous $350 Million
34.97%
% of portfolio
0.1%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding JPIE
# of Institutions
224Shares Held
29MCall Options Held
0Put Options Held
0-
Heritage Financial Services, LLC2.37MShares$108 Million15.0% of portfolio
-
Jpmorgan Chase & CO New York, NY2.04MShares$92.9 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A61.91MShares$87.1 Million0.02% of portfolio
-
Sequoia Financial Advisors, LLC1.64MShares$74.7 Million0.85% of portfolio
-
Savant Capital, LLC1.38MShares$63 Million0.55% of portfolio