Twin Peaks Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Twin Peaks Wealth Advisors, LLC
- $309 Billion
- Q2 2025
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 10,990 shares of JCPB stock, worth $521,365. This represents 0.17% of its overall portfolio holdings.
Number of Shares
10,990
Previous 9,975
10.18%
Holding current value
$521,365
Previous $461 Million
11.82%
% of portfolio
0.17%
Previous 0.21%
Shares
4 transactions
Others Institutions Holding JCPB
# of Institutions
396Shares Held
131MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.06MShares$382 Million0.03% of portfolio
-
Hb Wealth Management, LLC7.77MShares$368 Million2.98% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.77MShares$179 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY3.48MShares$165 Million0.01% of portfolio
-
Legacy Wealth Management, Inc3.31MShares$157 Million9.71% of portfolio