Moss Adams Wealth Advisors LLC J P Morgan Exchange Traded Fd Transaction History
Moss Adams Wealth Advisors LLC
- $950 Billion
- Q1 2025
A detailed history of Moss Adams Wealth Advisors LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Moss Adams Wealth Advisors LLC holds 2,016,597 shares of JCPB stock, worth $93.9 Million. This represents 9.99% of its overall portfolio holdings.
Number of Shares
2,016,597
Previous 1,869,799
7.85%
Holding current value
$93.9 Million
Previous $86.4 Billion
9.82%
% of portfolio
9.99%
Previous 9.13%
Shares
3 transactions
Others Institutions Holding JCPB
# of Institutions
369Shares Held
115MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.06MShares$375 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.84MShares$179 Million0.07% of portfolio
-
Hb Wealth Management, LLC3.78MShares$176 Million1.5% of portfolio
-
Jpmorgan Chase & CO New York, NY3.48MShares$162 Million0.01% of portfolio
-
Legacy Wealth Management, Inc3.23MShares$151 Million10.14% of portfolio