Gradient Capital Advisors, LLC Jp Morgan Exchange Traded Fd T Transaction History
Gradient Capital Advisors, LLC
- $270 Million
- Q1 2024
A detailed history of Gradient Capital Advisors, LLC transactions in Jp Morgan Exchange Traded Fd T stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 5,114 shares of JCPI stock, worth $238,874. This represents 0.09% of its overall portfolio holdings.
Number of Shares
5,114
Previous 5,100
0.27%
Holding current value
$238,874
Previous $237,000
0.84%
% of portfolio
0.09%
Previous 0.09%
Shares
5 transactions
Others Institutions Holding JCPI
# of Institutions
29Shares Held
11.8MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY10.8MShares$504 Million0.05% of portfolio
-
Oxford Financial Group LTD Indianapolis, IN363KShares$17 Million1.18% of portfolio
-
Halpern Financial, Inc. Ashburn, VA219KShares$10.2 Million2.81% of portfolio
-
Hunter Associates Investment Management LLC Pittsburgh, PA98.5KShares$4.6 Million0.78% of portfolio
-
Sage Rhino Capital LLC61.7KShares$2.88 Million0.7% of portfolio