Legacy Wealth Management, Inc J P Morgan Exchange Traded Fd Transaction History
Legacy Wealth Management, Inc
- $1.54 Billion
- Q3 2024
A detailed history of Legacy Wealth Management, Inc transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Legacy Wealth Management, Inc holds 3,019,083 shares of JCPB stock, worth $139 Million. This represents 9.44% of its overall portfolio holdings.
Number of Shares
3,019,083
Previous 2,663,400
13.35%
Holding current value
$139 Million
Previous $123 Million
18.03%
% of portfolio
9.44%
Previous 8.93%
Shares
10 transactions
Others Institutions Holding JCPB
# of Institutions
309Shares Held
74.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.78MShares$359 Million0.03% 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 Million0.14% of portfolio
-
Janney Montgomery Scott LLC1.93MShares$88.9 Million0.25% of portfolio
-
Moss Adams Wealth Advisors LLC Seattle, WA1.87MShares$86.2 Million9.13% of portfolio