Wt Wealth Management J P Morgan Exchange Traded Fd Transaction History
Wt Wealth Management
- $309 Million
- Q4 2024
Shares
1 transactions
Others Institutions Holding JPIE
# of Institutions
251Shares Held
37.5MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY4.93MShares$226 Million0.02% of portfolio
-
Heritage Financial Services, LLC2.45MShares$112 Million15.27% of portfolio
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Savant Capital, LLC1.92MShares$88 Million0.71% of portfolio
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Royal Bank Of Canada Toronto, A61.88MShares$86.1 Million0.02% of portfolio
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Sequoia Financial Advisors, LLC1.64MShares$75 Million0.85% of portfolio