Diversify Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History
Diversify Wealth Management, LLC
- $1.73 Trillion
- Q3 2025
A detailed history of Diversify Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 8,644 shares of JCPB stock, worth $409,552. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,644
Previous 8,644
-0.0%
Holding current value
$409,552
Previous $406 Million
0.99%
% of portfolio
0.02%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding JCPB
# of Institutions
418Shares Held
150MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC10.4MShares$494 Million3.42% of portfolio
-
Bank Of America Corp Charlotte, NC8.41MShares$399 Million0.03% of portfolio
-
Factory Mutual Insurance CO Waltham, MA5.85MShares$277 Million2.75% of portfolio
-
Morgan Stanley New York, NY4.25MShares$201 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY3.99MShares$189 Million0.01% of portfolio