Jpmorgan Chase & CO Pacer Fds Tr Wealthshield ETF Transaction History

Jpmorgan Chase & CO

$1.51 Trillion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 11, 2022	BUY	$29.23 - $32.21 $352,075 - $387,969	12,045 New	12,045 $370,000

Others Institutions Holding PWS

# of Institutions

21

Shares Held

544K

Call Options Held

0

Put Options Held

0

Napa Wealth Management Napa, CA

294K
Shares

$9.63 Million
4.44% of portfolio
Lpl Financial LLC Fort Mill, SC

67.7K
Shares

$2.22 Million
0.0% of portfolio
Org Partners LLC Roanoke, IN

43K
Shares

$1.41 Million
0.3% of portfolio
Org Wealth Partners, LLC Dallas, TX

35.2K
Shares

$1.15 Million
0.43% of portfolio
Concurrent Investment Advisors, LLC Tampa, FL

20.7K
Shares

$676,942
0.01% of portfolio

About PACER FDS TR WEALTHSHIELD ETF

Ticker PWS
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Jpmorgan Chase & CO, based on Form 13F filings with the SEC.

News

Stay updated on Jpmorgan Chase & CO with notifications on news.