Sequoia Financial Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Sequoia Financial Advisors, LLC
- $11.5 Billion
- Q4 2024
A detailed history of Sequoia Financial Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 1,781,776 shares of JPIE stock, worth $81.6 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
1,781,776
Previous 1,637,431
8.82%
Holding current value
$81.6 Million
Previous $76 Million
7.01%
% of portfolio
0.7%
Previous 0.85%
Shares
3 transactions
Others Institutions Holding JPIE
# of Institutions
261Shares Held
38.8MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY4.93MShares$226 Million0.02% of portfolio
-
Heritage Financial Services, LLC2.45MShares$112 Million15.27% of portfolio
-
Savant Capital, LLC1.92MShares$88 Million0.71% of portfolio
-
Royal Bank Of Canada Toronto, A61.88MShares$86.1 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.53MShares$69.9 Million0.01% of portfolio