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 $584,763. This represents 0.14% of its overall portfolio holdings.
Number of Shares
12,342
Previous 11,992
2.92%
Holding current value
$584,763
Previous $568,000
1.06%
% of portfolio
0.14%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding JCPB
# of Institutions
418Shares Held
148MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC10.4MShares$494 Million3.42% of portfolio
-
Bank Of America Corp Charlotte, NC8.41MShares$399 Million0.03% of portfolio
-
Factory Mutual Insurance CO Waltham, MA5.85MShares$277 Million2.75% of portfolio
-
Morgan Stanley New York, NY4.25MShares$201 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY3.99MShares$189 Million0.01% of portfolio