Next Level Wealth Planning, LLC J P Morgan Exchange Traded Fd Transaction History
Next Level Wealth Planning, LLC
- $156 Billion
- Q2 2025
A detailed history of Next Level Wealth Planning, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 4,500 shares of JCPB stock, worth $211,185. This represents 0.14% of its overall portfolio holdings.
Number of Shares
4,500
Previous 4,500
-0.0%
Holding current value
$211,185
Previous $212 Million
0.04%
% of portfolio
0.14%
Previous 0.16%
Shares
1 transactions
Others Institutions Holding JCPB
# of Institutions
386Shares Held
127MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.06MShares$378 Million0.03% of portfolio
-
Hb Wealth Management, LLC7.77MShares$364 Million2.98% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.84MShares$180 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY3.48MShares$163 Million0.01% of portfolio
-
Legacy Wealth Management, Inc3.31MShares$156 Million9.71% of portfolio