Balanced Rock Investment Advisor Jp Morgan Exchange Traded Fd T Transaction History
Balanced Rock Investment Advisor
- $127 Billion
- Q2 2025
A detailed history of Balanced Rock Investment Advisor transactions in Jp Morgan Exchange Traded Fd T stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 43,666 shares of JCPI stock, worth $2.14 Million. This represents 1.65% of its overall portfolio holdings.
Number of Shares
43,666Holding current value
$2.14 Million% of portfolio
1.65%Shares
1 transactions
Others Institutions Holding JCPI
# of Institutions
42Shares Held
11.9MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY10.2MShares$500 Million0.04% of portfolio
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Oxford Financial Group LTD Indianapolis, IN292KShares$14.3 Million0.84% of portfolio
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Mai Capital Management242KShares$11.8 Million0.09% of portfolio
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Halpern Financial, Inc. Ashburn, VA225KShares$11 Million2.77% of portfolio
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Ubs Group Ag129KShares$6.3 Million0.0% of portfolio