Comprehensive Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History
Comprehensive Wealth Management, LLC
- $128 Million
- Q3 2025
A detailed history of Comprehensive Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Comprehensive Wealth Management, LLC holds 4,605 shares of JCPB stock, worth $218,184. This represents 0.17% of its overall portfolio holdings.
Number of Shares
4,605
Previous 5,338
13.73%
Holding current value
$218,184
Previous $251,000
13.15%
% of portfolio
0.17%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding JCPB
# of Institutions
420Shares Held
148MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC10.4MShares$494 Million3.42% of portfolio
-
Bank Of America Corp Charlotte, NC8.41MShares$399 Million0.03% of portfolio
-
Factory Mutual Insurance CO Waltham, MA5.85MShares$277 Million2.75% of portfolio
-
Morgan Stanley New York, NY4.25MShares$201 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY3.99MShares$189 Million0.01% of portfolio