Transform Wealth, LLC J P Morgan Exchange Traded Fd Transaction History
Transform Wealth, LLC
- $1.46 Billion
- Q3 2024
A detailed history of Transform Wealth, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Transform Wealth, LLC holds 5,148 shares of JPIE stock, worth $236,241. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,148
Previous 4,917
4.7%
Holding current value
$236,241
Previous $223,000
6.73%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding JPIE
# of Institutions
219Shares Held
28.3MCall Options Held
0Put Options Held
0-
Heritage Financial Services, LLC2.37MShares$109 Million15.0% of portfolio
-
Jpmorgan Chase & CO New York, NY2.04MShares$93.4 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A61.91MShares$87.6 Million0.02% of portfolio
-
Sequoia Financial Advisors, LLC1.64MShares$75.1 Million0.85% of portfolio
-
Bank Of America Corp Charlotte, NC1.21MShares$55.6 Million0.0% of portfolio