Summit Wealth Partners, LLC J P Morgan Exchange Traded Fd Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
A detailed history of Summit Wealth Partners, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 49,682 shares of JCPB stock, worth $2.33 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
49,682
Previous 47,287
5.06%
Holding current value
$2.33 Million
Previous $2.19 Billion
9.4%
% of portfolio
0.46%
Previous 0.45%
Shares
4 transactions
Others Institutions Holding JCPB
# of Institutions
284Shares Held
68.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.22MShares$338 Million0.03% of portfolio
-
Legacy Wealth Management, Inc3.02MShares$141 Million9.44% of portfolio
-
Jpmorgan Chase & CO New York, NY2.23MShares$105 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL2.08MShares$97.6 Million0.14% of portfolio
-
Janney Montgomery Scott LLC1.65MShares$77.3 Million0.22% of portfolio