D.B. Root & Company, LLC J P Morgan Exchange Traded Fd Transaction History
D.B. Root & Company, LLC
- $298 Million
- Q1 2025
A detailed history of D.B. Root & Company, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, D.B. Root & Company, LLC holds 1,231,002 shares of JCPB stock, worth $57.3 Million. This represents 19.43% of its overall portfolio holdings.
Number of Shares
1,231,002
Previous 1,179,469
4.37%
Holding current value
$57.3 Million
Previous $54.3 Million
6.57%
% of portfolio
19.43%
Previous 17.87%
Shares
14 transactions
Others Institutions Holding JCPB
# of Institutions
369Shares Held
115MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.06MShares$375 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.84MShares$179 Million0.07% of portfolio
-
Hb Wealth Management, LLC3.78MShares$176 Million1.5% of portfolio
-
Jpmorgan Chase & CO New York, NY3.48MShares$162 Million0.01% of portfolio
-
Legacy Wealth Management, Inc3.23MShares$151 Million10.14% of portfolio