Confluence Wealth Services, Inc. J P Morgan Exchange Traded Fd Call Options Transaction History

Confluence Wealth Services, Inc.

$1.86 Billion
Q3 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding JCPB

# of Institutions

417

Shares Held

143M

Call Options Held

0

Put Options Held

0

Hb Wealth Management, LLC

10.4M
Shares

$495 Million
3.42% of portfolio
Bank Of America Corp Charlotte, NC

8.06M
Shares

$383 Million
0.03% of portfolio
Factory Mutual Insurance CO Waltham, MA

5.85M
Shares

$278 Million
2.75% of portfolio
Jpmorgan Chase & CO New York, NY

3.99M
Shares

$189 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

3.77M
Shares

$179 Million
0.06% of portfolio

About J P MORGAN EXCHANGE-TRADED FD

Ticker JCPB
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