Moss Adams Wealth Advisors LLC J P Morgan Exchange Traded Fd Transaction History
Moss Adams Wealth Advisors LLC
- $1.28 Trillion
- Q3 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 2,397,225 shares of JCPB stock, worth $114 Million. This represents 8.89% of its overall portfolio holdings.
Number of Shares
2,397,225
Previous 2,032,669
17.93%
Holding current value
$114 Million
Previous $95.7 Billion
19.16%
% of portfolio
8.89%
Previous 8.69%
Shares
5 transactions
Others Institutions Holding JCPB
# of Institutions
420Shares 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