Insight Wealth Partners, LLC J P Morgan Exchange Traded Fd Transaction History

Insight Wealth Partners, LLC

$577 Million
Q2 2024

A detailed history of Insight Wealth Partners, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Insight Wealth Partners, LLC holds 4,471 shares of JPIE stock, worth $205,174. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,471

Holding current value

$205,174

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 18, 2024	BUY	$44.81 - $45.47 $200,345 - $203,296	4,471 New	4,471 $203,000

Others Institutions Holding JPIE

# of Institutions

221

Shares Held

28.4M

Call Options Held

Put Options Held

Heritage Financial Services, LLC

2.37M
Shares

$109 Million
15.0% of portfolio
Jpmorgan Chase & CO New York, NY

2.04M
Shares

$93.4 Million
0.01% of portfolio
Royal Bank Of Canada Toronto, A6

1.91M
Shares

$87.6 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

1.21M
Shares

$55.6 Million
0.0% of portfolio

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JPIE

More about JPIE

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Insight Wealth Partners, LLC J P Morgan Exchange Traded Fd Transaction History