Acorn Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Acorn Wealth Advisors, LLC
- $222 Million
- Q1 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 53,193 shares of JCPB stock, worth $2.49 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
53,193
Previous 52,397
1.52%
Holding current value
$2.49 Million
Previous $2.41 Million
3.69%
% of portfolio
1.13%
Previous 1.07%
Shares
2 transactions
Others Institutions Holding JCPB
# of Institutions
379Shares Held
123MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.06MShares$377 Million0.03% of portfolio
-
Hb Wealth Management, LLC7.77MShares$363 Million2.98% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.84MShares$180 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY3.48MShares$162 Million0.01% of portfolio
-
Legacy Wealth Management, Inc3.31MShares$155 Million9.71% of portfolio