Boulder Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Boulder Wealth Advisors, LLC
- $184 Million
- Q3 2024
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 186,599 shares of JCPB stock, worth $8.66 Million. This represents 4.89% of its overall portfolio holdings.
Number of Shares
186,599
Previous 186,376
0.12%
Holding current value
$8.66 Million
Previous $8.63 Million
4.25%
% of portfolio
4.89%
Previous 5.04%
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$361 Million0.03% of portfolio
-
Legacy Wealth Management, Inc3.02MShares$140 Million9.44% of portfolio
-
Jpmorgan Chase & CO New York, NY2.23MShares$104 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL2.08MShares$96.7 Million0.14% of portfolio
-
Wms Partners, LLC1.66MShares$77.2 Million4.72% of portfolio