Cooper/Haims Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Cooper/Haims Advisors, LLC
- $179 Million
- Q3 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 212,441 shares of JCPB stock, worth $9.86 Million. This represents 5.73% of its overall portfolio holdings.
Number of Shares
212,441
Previous 201,249
5.56%
Holding current value
$9.86 Million
Previous $9.32 Million
9.92%
% of portfolio
5.73%
Previous 5.3%
Shares
10 transactions
Others Institutions Holding JCPB
# of Institutions
313Shares Held
76.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.78MShares$361 Million0.03% of portfolio
-
Legacy Wealth Management, Inc3.18MShares$148 Million9.41% of portfolio
-
Jpmorgan Chase & CO New York, NY2.23MShares$104 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL2.08MShares$96.7 Million0.14% of portfolio
-
Janney Montgomery Scott LLC1.93MShares$89.5 Million0.25% of portfolio