Modera Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History
Modera Wealth Management, LLC
- $8.27 Billion
- Q4 2025
A detailed history of Modera Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Modera Wealth Management, LLC holds 41,975 shares of JPIE stock, worth $1.94 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
41,975
Previous 46,751
10.22%
Holding current value
$1.94 Million
Previous $2.17 Million
10.56%
% of portfolio
0.02%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding JPIE
# of Institutions
391Shares Held
82.6MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY7.43MShares$343 Million0.02% of portfolio
-
Morgan Stanley New York, NY5.4MShares$249 Million0.02% of portfolio
-
Sequoia Financial Advisors, LLC4.61MShares$213 Million1.46% of portfolio
-
Savant Capital, LLC3.54MShares$164 Million0.92% of portfolio
-
Wells Fargo & Company San Francisco, CA2.58MShares$119 Million0.02% of portfolio