Cooper/Haims Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Cooper/Haims Advisors, LLC
- $199 Million
- Q2 2025
A detailed history of Cooper/Haims Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Cooper/Haims Advisors, LLC holds 301,687 shares of JCPB stock, worth $14.3 Million. This represents 7.12% of its overall portfolio holdings.
Number of Shares
301,687
Previous 254,615
18.49%
Holding current value
$14.3 Million
Previous $12 Million
18.54%
% of portfolio
7.12%
Previous 6.61%
Shares
13 transactions
Others Institutions Holding JCPB
# of Institutions
396Shares Held
131MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.06MShares$382 Million0.03% of portfolio
-
Hb Wealth Management, LLC7.77MShares$368 Million2.98% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.77MShares$179 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY3.48MShares$165 Million0.01% of portfolio
-
Legacy Wealth Management, Inc3.31MShares$157 Million9.71% of portfolio