Wagner Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History
Wagner Wealth Management, LLC
- $295 Million
- Q4 2024
A detailed history of Wagner Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Wagner Wealth Management, LLC holds 560,081 shares of JPIE stock, worth $25.7 Million. This represents 8.65% of its overall portfolio holdings.
Number of Shares
560,081
Previous 533,900
4.9%
Holding current value
$25.7 Million
Previous $24.8 Million
3.16%
% of portfolio
8.65%
Previous 8.71%
Shares
10 transactions
Others Institutions Holding JPIE
# of Institutions
272Shares Held
41MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5MShares$230 Million0.02% of portfolio
-
Heritage Financial Services, LLC2.45MShares$113 Million15.27% of portfolio
-
Savant Capital, LLC1.92MShares$88.2 Million0.71% of portfolio
-
Royal Bank Of Canada Toronto, A61.88MShares$86.4 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.85MShares$85 Million0.01% of portfolio