Legacy Investment Solutions, LLC J P Morgan Exchange Traded Fd Transaction History
Legacy Investment Solutions, LLC
- $139 Million
- Q4 2024
A detailed history of Legacy Investment Solutions, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Legacy Investment Solutions, LLC holds 75,089 shares of JPIE stock, worth $3.45 Million. This represents 2.46% of its overall portfolio holdings.
Number of Shares
75,089
Previous 83,645
10.23%
Holding current value
$3.45 Million
Previous $3.88 Million
11.73%
% of portfolio
2.46%
Previous 2.73%
Shares
2 transactions
Others Institutions Holding JPIE
# of Institutions
272Shares Held
41MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5MShares$230 Million0.02% of portfolio
-
Heritage Financial Services, LLC2.45MShares$113 Million15.27% of portfolio
-
Savant Capital, LLC1.92MShares$88.2 Million0.71% of portfolio
-
Royal Bank Of Canada Toronto, A61.88MShares$86.4 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.85MShares$85 Million0.01% of portfolio