Legacy Wealth Managment, Llc/Id J P Morgan Exchange Traded Fd Transaction History
Legacy Wealth Managment, Llc/Id
- $145 Million
- Q3 2025
A detailed history of Legacy Wealth Managment, Llc/Id transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 42,929 shares of JCPB stock, worth $2.03 Million. This represents 1.4% of its overall portfolio holdings.
Number of Shares
42,929
Previous 46,989
8.64%
Holding current value
$2.03 Million
Previous $2.21 Million
7.69%
% of portfolio
1.4%
Previous 1.84%
Shares
5 transactions
Others Institutions Holding JCPB
# of Institutions
419Shares 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