Bogart Wealth, LLC J P Morgan Exchange Traded Fd Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q3 2024
A detailed history of Bogart Wealth, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Bogart Wealth, LLC holds 889,741 shares of JCPB stock, worth $40.9 Million. This represents 2.04% of its overall portfolio holdings.
Number of Shares
889,741
Previous 859,885
3.47%
Holding current value
$40.9 Million
Previous $39.8 Million
7.74%
% of portfolio
2.04%
Previous 2.01%
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$358 Million0.03% of portfolio
-
Legacy Wealth Management, Inc3.02MShares$139 Million9.44% of portfolio
-
Jpmorgan Chase & CO New York, NY2.23MShares$103 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL2.08MShares$95.9 Million0.14% of portfolio
-
Wms Partners, LLC1.66MShares$76.5 Million4.72% of portfolio