Moss Adams Wealth Advisors LLC J P Morgan Exchange Traded Fd Transaction History
Moss Adams Wealth Advisors LLC
- $1.28 Trillion
- Q3 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 2,397,225 shares of JCPB stock, worth $115 Million. This represents 8.89% of its overall portfolio holdings.
Number of Shares
2,397,225
              Previous 2,032,669
              
        
           17.93%
        
      
          
        Holding current value
$115 Million
            Previous $95.7 Billion
            
        
           19.16%
        
      
          
        % of portfolio
8.89%
            Previous 8.69%
          
        Shares
	  5 transactions
	
  Others Institutions Holding JCPB
# of Institutions
407Shares Held
139MCall Options Held
0Put Options Held
0- 
    
      Hb Wealth Management, LLC10.4MShares$499 Million3.42% of portfolio
- 
    
      Bank Of America Corp Charlotte, NC8.06MShares$386 Million0.03% of portfolio
- 
    
      Raymond James Financial Inc St. Petersburg, FL3.77MShares$181 Million0.06% of portfolio
- 
    
      Legacy Wealth Management, Inc3.55MShares$170 Million9.94% of portfolio
- 
    
      Jpmorgan Chase & CO New York, NY3.48MShares$166 Million0.01% of portfolio