Acorn Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Acorn Wealth Advisors, LLC
- $293 Million
- Q3 2025
A detailed history of Acorn Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 22,864 shares of JCPB stock, worth $1.08 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
22,864
Previous 56,841
59.78%
Holding current value
$1.08 Million
Previous $2.67 Million
59.35%
% of portfolio
0.37%
Previous 1.07%
Shares
4 transactions
Others Institutions Holding JCPB
# of Institutions
417Shares Held
148MCall 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