Capital Advisors Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History
Capital Advisors Wealth Management, LLC
- $538 Million
- Q3 2024
A detailed history of Capital Advisors Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 38,788 shares of JCPB stock, worth $1.82 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
38,788
Previous 35,820
8.29%
Holding current value
$1.82 Million
Previous $1.66 Million
12.78%
% of portfolio
0.35%
Previous 0.33%
Shares
10 transactions
Others Institutions Holding JCPB
# of Institutions
276Shares Held
64.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.22MShares$340 Million0.03% of portfolio
-
Legacy Wealth Management, Inc2.66MShares$125 Million8.93% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL2.08MShares$98 Million0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY1.95MShares$91.9 Million0.01% of portfolio
-
Moss Adams Wealth Advisors LLC Seattle, WA1.62MShares$76 Million8.53% of portfolio