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 $3.86 Million. This represents 2.51% of its overall portfolio holdings.
Number of Shares
82,267Holding current value
$3.86 Million% of portfolio
2.51%Shares
1 transactions
Others Institutions Holding JCPB
# of Institutions
389Shares Held
128MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.06MShares$378 Million0.03% of portfolio
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Hb Wealth Management, LLC7.77MShares$364 Million2.98% of portfolio
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Raymond James Financial Inc St. Petersburg, FL3.84MShares$180 Million0.07% of portfolio
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Jpmorgan Chase & CO New York, NY3.48MShares$163 Million0.01% of portfolio
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Legacy Wealth Management, Inc3.31MShares$156 Million9.71% of portfolio