Moss Adams Wealth Advisors LLC J P Morgan Exchange Traded Fd Transaction History
Moss Adams Wealth Advisors LLC
- $950 Billion
- Q1 2025
A detailed history of Moss Adams Wealth Advisors LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Moss Adams Wealth Advisors LLC holds 2,016,597 shares of JCPB stock, worth $94.7 Million. This represents 9.99% of its overall portfolio holdings.
Number of Shares
2,016,597
Previous 1,869,799
7.85%
Holding current value
$94.7 Million
Previous $86.4 Billion
9.82%
% of portfolio
9.99%
Previous 9.13%
Shares
3 transactions
Others Institutions Holding JCPB
# of Institutions
341Shares Held
92.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.35MShares$392 Million0.03% of portfolio
-
Legacy Wealth Management, Inc3.18MShares$149 Million9.41% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.1MShares$146 Million0.05% of portfolio
-
Jpmorgan Chase & CO New York, NY3.1MShares$146 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL2.08MShares$97.8 Million0.14% of portfolio