Diversify Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History
Diversify Wealth Management, LLC
- $1.35 Trillion
- Q1 2025
A detailed history of Diversify Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 8,644 shares of JCPB stock, worth $406,008. This represents 0.03% of its overall portfolio holdings.
Number of Shares
8,644
Previous 8,643
0.01%
Holding current value
$406,008
Previous $394 Million
3.02%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding JCPB
# of Institutions
356Shares Held
101MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.35MShares$392 Million0.03% of portfolio
-
Legacy Wealth Management, Inc3.23MShares$152 Million10.14% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.1MShares$146 Million0.05% of portfolio
-
Jpmorgan Chase & CO New York, NY3.1MShares$146 Million0.01% of portfolio
-
Janney Montgomery Scott LLC2.25MShares$106 Million0.3% of portfolio