Wealth Plan Investment Management, LLC J P Morgan Exchange Traded Fd Transaction History
Wealth Plan Investment Management, LLC
- $1.27 Billion
- Q2 2025
A detailed history of Wealth Plan Investment Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 46,840 shares of JCPB stock, worth $2.22 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
46,840Holding current value
$2.22 Million% of portfolio
0.17%Shares
1 transactions
Others Institutions Holding JCPB
# of Institutions
397Shares Held
132MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.06MShares$382 Million0.03% of portfolio
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Hb Wealth Management, LLC7.77MShares$369 Million2.98% of portfolio
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Raymond James Financial Inc St. Petersburg, FL3.77MShares$179 Million0.06% of portfolio
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Legacy Wealth Management, Inc3.55MShares$168 Million9.94% of portfolio
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Jpmorgan Chase & CO New York, NY3.48MShares$165 Million0.01% of portfolio