Prevail Innovative Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Prevail Innovative Wealth Advisors, LLC
- $515 Billion
- Q3 2025
A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 49,747 shares of JPIE stock, worth $2.3 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
49,747
Previous 29,664
67.7%
Holding current value
$2.3 Million
Previous $1.37 Billion
68.03%
% of portfolio
0.45%
Previous 0.31%
Shares
2 transactions
Others Institutions Holding JPIE
# of Institutions
385Shares Held
79.9MCall 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