Legacy Cg, LLC J P Morgan Exchange Traded Fd Transaction History

Legacy Cg, LLC

$232 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 04, 2022	SELL	$45.58 - $49.27 $3.5 Million - $3.78 Million	-76,689 Reduced 40.66%	111,907 $5.13 Million
Q2 2022 Aug 10, 2022	BUY	$47.05 - $50.89 $8.87 Million - $9.6 Million	188,596 New	188,596 $9.06 Million

Others Institutions Holding JCPB

# of Institutions

276

Shares Held

64.4M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

7.22M
Shares

$340 Million
0.03% of portfolio
Legacy Wealth Management, Inc

2.66M
Shares

$125 Million
8.93% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

2.08M
Shares

$98 Million
0.14% of portfolio
Jpmorgan Chase & CO New York, NY

1.95M
Shares

$91.9 Million
0.01% of portfolio
Moss Adams Wealth Advisors LLC Seattle, WA

1.62M
Shares

$76 Million
8.53% of portfolio

About J P MORGAN EXCHANGE-TRADED FD

Ticker JCPB
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