Boulder Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Boulder Wealth Advisors, LLC
- $172 Million
- Q1 2025
A detailed history of Boulder Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Boulder Wealth Advisors, LLC holds 191,512 shares of JCPB stock, worth $9.09 Million. This represents 5.24% of its overall portfolio holdings.
Number of Shares
191,512
Previous 184,703
3.69%
Holding current value
$9.09 Million
Previous $8.51 Million
5.86%
% of portfolio
5.24%
Previous 4.39%
Shares
5 transactions
Others Institutions Holding JCPB
# of Institutions
397Shares Held
132MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.06MShares$382 Million0.03% of portfolio
-
Hb Wealth Management, LLC7.77MShares$369 Million2.98% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.77MShares$179 Million0.06% of portfolio
-
Legacy Wealth Management, Inc3.55MShares$168 Million9.94% of portfolio
-
Jpmorgan Chase & CO New York, NY3.48MShares$165 Million0.01% of portfolio