Brio Consultants, LLC J P Morgan Exchange Traded Fd Transaction History
Brio Consultants, LLC
- $624 Million
- Q3 2024
A detailed history of Brio Consultants, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Brio Consultants, LLC holds 9,559 shares of JCPB stock, worth $441,243. This represents 0.07% of its overall portfolio holdings.
Number of Shares
9,559
Previous 8,737
9.41%
Holding current value
$441,243
Previous $404,000
14.11%
% of portfolio
0.07%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding JCPB
# of Institutions
300Shares Held
73.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.78MShares$359 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$96.2 Million0.14% of portfolio
-
Wms Partners, LLC1.66MShares$76.8 Million4.72% of portfolio