Creative Planning J P Morgan Exchange Traded Fd Transaction History
Creative Planning
- $101 Billion
- Q3 2024
A detailed history of Creative Planning transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Creative Planning holds 60,738 shares of JCPB stock, worth $2.86 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
60,738
Previous 81,940
25.88%
Holding current value
$2.86 Million
Previous $3.8 Million
22.81%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding JCPB
# of Institutions
276Shares Held
64.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.22MShares$340 Million0.03% of portfolio
-
Legacy Wealth Management, Inc2.66MShares$125 Million8.93% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL2.08MShares$98 Million0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY1.95MShares$91.9 Million0.01% of portfolio
-
Moss Adams Wealth Advisors LLC Seattle, WA1.62MShares$76 Million8.53% of portfolio