Modern Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History
Modern Wealth Management, LLC
- $3.78 Billion
- Q2 2025
A detailed history of Modern Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Modern Wealth Management, LLC holds 811,743 shares of JCPB stock, worth $38.5 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
811,743
Previous 192,483
321.72%
Holding current value
$38.5 Million
Previous $9.05 Million
321.91%
% of portfolio
1.01%
Previous 0.3%
Shares
3 transactions
Others Institutions Holding JCPB
# of Institutions
397Shares Held
132MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.06MShares$382 Million0.03% of portfolio
-
Hb Wealth Management, LLC7.77MShares$369 Million2.98% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.77MShares$179 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY3.48MShares$165 Million0.01% of portfolio
-
Legacy Wealth Management, Inc3.31MShares$157 Million9.71% of portfolio