Bogart Wealth, LLC J P Morgan Exchange Traded Fd Transaction History

Bogart Wealth, LLC

$1.96 Billion
Q1 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 842,644 shares of JCPB stock, worth $39 Million. This represents 2.0% of its overall portfolio holdings.

Number of Shares

842,644

Holding current value

$39 Million

% of portfolio

2.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 25, 2024	BUY	$46.0 - $47.18 $38.8 Million - $39.8 Million	842,644 New	842,644 $39.3 Million

Others Institutions Holding JCPB

# of Institutions

236

Shares Held

54M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

6.85M
Shares

$317 Million
0.03% of portfolio
Jpmorgan Chase & CO New York, NY

3.24M
Shares

$150 Million
0.01% of portfolio
Legacy Wealth Management, Inc

2.49M
Shares

$115 Million
8.57% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.73M
Shares

$80 Million
0.12% of portfolio
Grant Street Asset Management, Inc. Canonsburg, PA

1.4M
Shares

$64.7 Million
21.44% of portfolio

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JCPB
Sector ETFs
Industry ETFs

More about JCPB

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Bogart Wealth, LLC J P Morgan Exchange Traded Fd Transaction History