Element Wealth, LLC J P Morgan Exchange Traded Fd Transaction History

Element Wealth, LLC

$187 Million
Q4 2024

A detailed history of Element Wealth, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Element Wealth, LLC holds 18,692 shares of JPIE stock, worth $856,280. This represents 0.46% of its overall portfolio holdings.

Number of Shares

18,692

Holding current value

$856,280

% of portfolio

0.46%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 03, 2025	BUY	$45.59 - $46.25 $852,168 - $864,505	18,692 New	18,692 $852,000

Others Institutions Holding JPIE

# of Institutions

251

Shares Held

37.5M

Call Options Held

Put Options Held

Jpmorgan Chase & CO New York, NY

4.93M
Shares

$226 Million
0.02% of portfolio
Heritage Financial Services, LLC

2.45M
Shares

$112 Million
15.27% of portfolio
Savant Capital, LLC

1.92M
Shares

$88 Million
0.71% of portfolio
Royal Bank Of Canada Toronto, A6

1.88M
Shares

$86.1 Million
0.02% of portfolio
Sequoia Financial Advisors, LLC

1.64M
Shares

$75 Million
0.85% of portfolio

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JPIE

More about JPIE

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Element Wealth, LLC J P Morgan Exchange Traded Fd Transaction History