Arbor Trust Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Arbor Trust Wealth Advisors, LLC
- $202 Million
- Q3 2024
A detailed history of Arbor Trust Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Arbor Trust Wealth Advisors, LLC holds 106,711 shares of JCPB stock, worth $4.95 Million. This represents 2.55% of its overall portfolio holdings.
Number of Shares
106,711
Previous 106,711
-0.0%
Holding current value
$4.95 Million
Previous $4.94 Million
4.13%
% of portfolio
2.55%
Previous 2.6%
Shares
3 transactions
Others Institutions Holding JCPB
# of Institutions
300Shares Held
73.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.78MShares$361 Million0.03% of portfolio
-
Legacy Wealth Management, Inc3.02MShares$140 Million9.44% of portfolio
-
Jpmorgan Chase & CO New York, NY2.23MShares$104 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL2.08MShares$96.7 Million0.14% of portfolio
-
Wms Partners, LLC1.66MShares$77.2 Million4.72% of portfolio