Coordinated Financial Services, Inc. J P Morgan Exchange Traded Fd Transaction History
Coordinated Financial Services, Inc.
- $144 Billion
- Q2 2025
A detailed history of Coordinated Financial Services, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Coordinated Financial Services, Inc. holds 54,203 shares of JCPB stock, worth $2.57 Million. This represents 1.77% of its overall portfolio holdings.
Number of Shares
54,203
Previous 19,324
180.5%
Holding current value
$2.57 Million
Previous $890 Million
186.53%
% of portfolio
1.77%
Previous 0.69%
Shares
2 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