Moss Adams Wealth Advisors LLC J P Morgan Exchange Traded Fd Transaction History
Moss Adams Wealth Advisors LLC
- $946 Billion
- Q4 2024
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 1,869,799 shares of JCPB stock, worth $86.7 Million. This represents 9.13% of its overall portfolio holdings.
Number of Shares
1,869,799
Previous 1,615,897
15.71%
Holding current value
$86.7 Million
Previous $78 Billion
10.81%
% of portfolio
9.13%
Previous 8.53%
Shares
2 transactions
Others Institutions Holding JCPB
# of Institutions
315Shares Held
76.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.78MShares$361 Million0.03% of portfolio
-
Legacy Wealth Management, Inc3.18MShares$148 Million9.41% of portfolio
-
Jpmorgan Chase & CO New York, NY2.23MShares$104 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL2.08MShares$96.6 Million0.14% of portfolio
-
Janney Montgomery Scott LLC1.93MShares$89.5 Million0.25% of portfolio