Boulder Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Boulder Wealth Advisors, LLC
- $194 Million
- Q4 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 184,703 shares of JCPB stock, worth $8.57 Million. This represents 4.39% of its overall portfolio holdings.
Number of Shares
184,703
Previous 186,599
1.02%
Holding current value
$8.57 Million
Previous $9 Million
5.47%
% of portfolio
4.39%
Previous 4.89%
Shares
4 transactions
Others Institutions Holding JCPB
# of Institutions
335Shares Held
91.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.35MShares$387 Million0.03% of portfolio
-
Legacy Wealth Management, Inc3.18MShares$148 Million9.41% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.1MShares$144 Million0.05% of portfolio
-
Jpmorgan Chase & CO New York, NY3.1MShares$144 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL2.08MShares$96.6 Million0.14% of portfolio