Helen Stephens Group, LLC J P Morgan Exchange Traded Fd Transaction History

Helen Stephens Group, LLC

$337 Million
Q4 2024

A detailed history of Helen Stephens Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Helen Stephens Group, LLC holds 10,299 shares of JPIE stock, worth $472,209. This represents 0.14% of its overall portfolio holdings.

Number of Shares

10,299

Holding current value

$472,209

% of portfolio

0.14%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 15, 2025	BUY	$45.59 - $46.25 $469,531 - $476,328	10,299 New	10,299 $469,000

Others Institutions Holding JPIE

# of Institutions

241

Shares Held

36.6M

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

$113 Million
15.27% of portfolio
Royal Bank Of Canada Toronto, A6

1.88M
Shares

$86.2 Million
0.02% of portfolio
Sequoia Financial Advisors, LLC

1.64M
Shares

$75.1 Million
0.85% of portfolio
Bank Of America Corp Charlotte, NC

1.53M
Shares

$70 Million
0.01% of portfolio

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JPIE

More about JPIE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Helen Stephens Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Helen Stephens Group, LLC with notifications on news.

Account

Helen Stephens Group, LLC J P Morgan Exchange Traded Fd Transaction History