Confluence Wealth Services, Inc. J P Morgan Exchange Traded Fd Transaction History
Confluence Wealth Services, Inc.
- $1.86 Billion
- Q3 2025
Shares
2 transactions
Others Institutions Holding JCPB
# of Institutions
413Shares Held
141MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC10.4MShares$494 Million3.42% of portfolio
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Bank Of America Corp Charlotte, NC8.06MShares$382 Million0.03% of portfolio
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Jpmorgan Chase & CO New York, NY3.99MShares$189 Million0.01% of portfolio
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Raymond James Financial Inc St. Petersburg, FL3.77MShares$179 Million0.06% of portfolio
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Legacy Wealth Management, Inc3.55MShares$168 Million9.94% of portfolio