Financial Perspectives, Inc J P Morgan Exchange Traded Fd Transaction History

Financial Perspectives, Inc

$288 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jan 09, 2024	SELL	$46.41 - $47.75 $84,048 - $86,475	-1,811 Closed	0 $0
Q4 2022 Jan 09, 2024	BUY	$44.67 - $47.29 $80,897 - $85,642	1,811 New	1,811 $83.2 Million

Others Institutions Holding JCPB

# of Institutions

300

Shares Held

73.5M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

7.78M
Shares

$361 Million
0.03% of portfolio
Legacy Wealth Management, Inc

3.02M
Shares

$140 Million
9.44% of portfolio
Jpmorgan Chase & CO New York, NY

2.23M
Shares

$104 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

2.08M
Shares

$96.7 Million
0.14% of portfolio
Wms Partners, LLC

1.66M
Shares

$77.2 Million
4.72% of portfolio

About J P MORGAN EXCHANGE-TRADED FD

Ticker JCPB
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