Warren Averett Asset Management, LLC J P Morgan Exchange Traded Fd Transaction History
Warren Averett Asset Management, LLC
- $5.34 Billion
- Q3 2024
A detailed history of Warren Averett Asset Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 398,975 shares of JPIE stock, worth $18.3 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
398,975
Previous 340,477
17.18%
Holding current value
$18.3 Million
Previous $15.5 Million
19.58%
% of portfolio
0.35%
Previous 0.31%
Shares
4 transactions
Others Institutions Holding JPIE
# of Institutions
241Shares Held
36.6MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY4.93MShares$226 Million0.02% of portfolio
-
Heritage Financial Services, LLC2.45MShares$113 Million15.27% of portfolio
-
Royal Bank Of Canada Toronto, A61.88MShares$86.2 Million0.02% of portfolio
-
Sequoia Financial Advisors, LLC1.64MShares$75.1 Million0.85% of portfolio
-
Bank Of America Corp Charlotte, NC1.53MShares$70 Million0.01% of portfolio