Clarity Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Clarity Wealth Advisors, LLC
- $363 Million
- Q4 2024
A detailed history of Clarity Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Clarity Wealth Advisors, LLC holds 148,089 shares of JCPB stock, worth $6.88 Million. This represents 1.88% of its overall portfolio holdings.
Number of Shares
148,089
Previous 123,180
20.22%
Holding current value
$6.88 Million
Previous $5.94 Million
14.81%
% of portfolio
1.88%
Previous 1.74%
Shares
5 transactions
Others Institutions Holding JCPB
# of Institutions
313Shares Held
76.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.78MShares$361 Million0.03% of portfolio
-
Legacy Wealth Management, Inc3.18MShares$148 Million9.41% 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
-
Janney Montgomery Scott LLC1.93MShares$89.5 Million0.25% of portfolio