Intercontinental Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Intercontinental Wealth Advisors, LLC
- $416 Million
- Q2 2023
A detailed history of Intercontinental Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Intercontinental Wealth Advisors, LLC holds 12,342 shares of JCPB stock, worth $573,409. This represents 0.14% of its overall portfolio holdings.
Number of Shares
12,342
Previous 11,992
2.92%
Holding current value
$573,409
Previous $568,000
1.06%
% of portfolio
0.14%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding JCPB
# of Institutions
236Shares Held
54MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.85MShares$318 Million0.03% of portfolio
-
Jpmorgan Chase & CO New York, NY3.24MShares$151 Million0.01% of portfolio
-
Legacy Wealth Management, Inc2.49MShares$116 Million8.57% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.73MShares$80.2 Million0.12% of portfolio
-
Grant Street Asset Management, Inc. Canonsburg, PA1.4MShares$64.9 Million21.44% of portfolio