Goal Vest Advisory LLC J P Morgan Exchange Traded Fd Transaction History
Goal Vest Advisory LLC
- $453 Million
- Q3 2025
A detailed history of Goal Vest Advisory LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Goal Vest Advisory LLC holds 696 shares of JCPB stock, worth $33,317. This represents 0.01% of its overall portfolio holdings.
Number of Shares
696Holding current value
$33,317% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding JCPB
# of Institutions
406Shares Held
139MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC10.4MShares$499 Million3.42% of portfolio
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Bank Of America Corp Charlotte, NC8.06MShares$386 Million0.03% of portfolio
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Raymond James Financial Inc St. Petersburg, FL3.77MShares$181 Million0.06% of portfolio
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Legacy Wealth Management, Inc3.55MShares$170 Million9.94% of portfolio
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Jpmorgan Chase & CO New York, NY3.48MShares$166 Million0.01% of portfolio