Helen Stephens Group, LLC J P Morgan Exchange Traded Fd Transaction History
Helen Stephens Group, LLC
- $352 Million
- Q1 2025
A detailed history of Helen Stephens Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Helen Stephens Group, LLC holds 550,507 shares of JCPB stock, worth $25.7 Million. This represents 7.35% of its overall portfolio holdings.
Number of Shares
550,507
Previous 466,590
17.99%
Holding current value
$25.7 Million
Previous $21.5 Million
20.47%
% of portfolio
7.35%
Previous 6.38%
Shares
11 transactions
Others Institutions Holding JCPB
# of Institutions
350Shares Held
98.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.35MShares$390 Million0.03% of portfolio
-
Legacy Wealth Management, Inc3.23MShares$151 Million10.14% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.1MShares$145 Million0.05% of portfolio
-
Jpmorgan Chase & CO New York, NY3.1MShares$145 Million0.01% of portfolio
-
Janney Montgomery Scott LLC2.25MShares$105 Million0.3% of portfolio