Ima Wealth, Inc. J P Morgan Exchange Traded Fd Transaction History
Ima Wealth, Inc.
- $458 Million
- Q3 2024
A detailed history of Ima Wealth, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Ima Wealth, Inc. holds 235,125 shares of JCPB stock, worth $10.9 Million. This represents 2.48% of its overall portfolio holdings.
Number of Shares
235,125
Previous 203,050
15.8%
Holding current value
$10.9 Million
Previous $9.41 Million
20.57%
% of portfolio
2.48%
Previous 4.24%
Shares
6 transactions
Others Institutions Holding JCPB
# of Institutions
300Shares Held
73.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.78MShares$360 Million0.03% of portfolio
-
Legacy Wealth Management, Inc3.02MShares$140 Million9.44% of portfolio
-
Jpmorgan Chase & CO New York, NY2.23MShares$103 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL2.08MShares$96.4 Million0.14% of portfolio
-
Wms Partners, LLC1.66MShares$77 Million4.72% of portfolio