Tradition Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History
Tradition Wealth Management, LLC
- $1.21 Billion
- Q3 2025
A detailed history of Tradition Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 264,591 shares of JPIE stock, worth $12.2 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
264,591
Previous 245,906
7.6%
Holding current value
$12.2 Million
Previous $11.4 Million
7.81%
% of portfolio
1.02%
Previous 1.01%
Shares
15 transactions
Others Institutions Holding JPIE
# of Institutions
385Shares Held
79.5MCall 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