Waterfront Wealth Inc. J P Morgan Exchange Traded Fd Transaction History
Waterfront Wealth Inc.
- $459 Million
- Q3 2025
A detailed history of Waterfront Wealth Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Waterfront Wealth Inc. holds 18,599 shares of JPIE stock, worth $859,831. This represents 0.19% of its overall portfolio holdings.
Number of Shares
18,599
Previous 15,850
17.34%
Holding current value
$859,831
Previous $734,000
17.57%
% of portfolio
0.19%
Previous 0.18%
Shares
5 transactions
Others Institutions Holding JPIE
# of Institutions
383Shares Held
79MCall 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