Legacy Wealth Management, Inc J P Morgan Exchange Traded Fd Transaction History
Legacy Wealth Management, Inc
- $1.61 Billion
- Q2 2025
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 3,314,934 shares of JCPB stock, worth $156 Million. This represents 9.71% of its overall portfolio holdings.
Number of Shares
3,314,934
Previous 3,233,844
2.51%
Holding current value
$156 Million
Previous $152 Million
2.55%
% of portfolio
9.71%
Previous 10.14%
Shares
13 transactions
Others Institutions Holding JCPB
# of Institutions
383Shares Held
123MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.06MShares$379 Million0.03% of portfolio
-
Hb Wealth Management, LLC7.77MShares$366 Million2.98% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.84MShares$181 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY3.48MShares$164 Million0.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.8MShares$132 Million0.18% of portfolio