Balance Wealth, LLC J P Morgan Exchange Traded Fd Transaction History
Balance Wealth, LLC
- $154 Billion
- Q1 2025
A detailed history of Balance Wealth, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Balance Wealth, LLC holds 82,267 shares of JCPB stock, worth $3.85 Million. This represents 2.51% of its overall portfolio holdings.
Number of Shares
82,267Holding current value
$3.85 Million% of portfolio
2.51%Shares
1 transactions
Others Institutions Holding JCPB
# of Institutions
349Shares Held
98.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.35MShares$390 Million0.03% of portfolio
-
Legacy Wealth Management, Inc3.23MShares$151 Million10.14% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.1MShares$145 Million0.05% of portfolio
-
Jpmorgan Chase & CO New York, NY3.1MShares$145 Million0.01% of portfolio
-
Janney Montgomery Scott LLC2.25MShares$105 Million0.3% of portfolio