Insight Wealth Partners, LLC J P Morgan Exchange Traded Fd Call Options Transaction History
Insight Wealth Partners, LLC
- $577 Million
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding JPIE
# of Institutions
221Shares Held
28.4MCall Options Held
0Put Options Held
0-
Heritage Financial Services, LLC2.37MShares$109 Million15.0% of portfolio
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Jpmorgan Chase & CO New York, NY2.04MShares$93.4 Million0.01% of portfolio
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Royal Bank Of Canada Toronto, A61.91MShares$87.6 Million0.02% of portfolio
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Sequoia Financial Advisors, LLC1.64MShares$75.1 Million0.85% of portfolio
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Bank Of America Corp Charlotte, NC1.21MShares$55.6 Million0.0% of portfolio