New Edge Wealth, LLC J P Morgan Exchange Traded Fd Transaction History
New Edge Wealth, LLC
- $5.59 Billion
- Q4 2024
A detailed history of New Edge Wealth, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, New Edge Wealth, LLC holds 307,759 shares of JPIE stock, worth $14.2 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
307,759
Previous 302,160
1.85%
Holding current value
$14.2 Million
Previous $14 Million
0.16%
% of portfolio
0.25%
Previous 0.26%
Shares
3 transactions
Others Institutions Holding JPIE
# of Institutions
273Shares Held
41.7MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5MShares$231 Million0.02% of portfolio
-
Heritage Financial Services, LLC2.45MShares$113 Million15.27% of portfolio
-
Savant Capital, LLC1.92MShares$88.6 Million0.71% of portfolio
-
Royal Bank Of Canada Toronto, A61.88MShares$86.8 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.85MShares$85.4 Million0.01% of portfolio