Cooper/Haims Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Cooper/Haims Advisors, LLC
- $173 Million
- Q4 2024
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 254,575 shares of JCPB stock, worth $11.9 Million. This represents 6.77% of its overall portfolio holdings.
Number of Shares
254,575
Previous 212,441
19.83%
Holding current value
$11.9 Million
Previous $10.2 Million
14.44%
% of portfolio
6.77%
Previous 5.73%
Shares
11 transactions
Others Institutions Holding JCPB
# of Institutions
349Shares Held
98.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.35MShares$390 Million0.03% of portfolio
-
Legacy Wealth Management, Inc3.23MShares$151 Million10.14% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.1MShares$145 Million0.05% of portfolio
-
Jpmorgan Chase & CO New York, NY3.1MShares$145 Million0.01% of portfolio
-
Janney Montgomery Scott LLC2.25MShares$105 Million0.3% of portfolio