Congress Wealth Management LLC J P Morgan Exchange Traded Fd Transaction History
Congress Wealth Management LLC
- $7.9 Billion
- Q1 2025
A detailed history of Congress Wealth Management LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Congress Wealth Management LLC holds 60,234 shares of JCPB stock, worth $2.78 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
60,234Holding current value
$2.78 Million% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding JCPB
# of Institutions
368Shares Held
114MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.06MShares$373 Million0.03% of portfolio
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Raymond James Financial Inc St. Petersburg, FL3.84MShares$178 Million0.07% of portfolio
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Hb Wealth Management, LLC3.78MShares$175 Million1.5% of portfolio
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Jpmorgan Chase & CO New York, NY3.48MShares$161 Million0.01% of portfolio
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Legacy Wealth Management, Inc3.23MShares$149 Million10.14% of portfolio