Palo Alto Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Palo Alto Wealth Advisors, LLC
- $142 Billion
- Q1 2024
A detailed history of Palo Alto Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Palo Alto Wealth Advisors, LLC holds 11,072 shares of JCPB stock, worth $514,405. This represents 0.36% of its overall portfolio holdings.
Number of Shares
11,072
Previous 9,645
14.8%
Holding current value
$514,405
Previous $456 Million
13.28%
% of portfolio
0.36%
Previous 0.34%
Shares
4 transactions
Others Institutions Holding JCPB
# of Institutions
236Shares Held
54MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.85MShares$318 Million0.03% of portfolio
-
Jpmorgan Chase & CO New York, NY3.24MShares$151 Million0.01% of portfolio
-
Legacy Wealth Management, Inc2.49MShares$116 Million8.57% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.73MShares$80.2 Million0.12% of portfolio
-
Grant Street Asset Management, Inc. Canonsburg, PA1.4MShares$64.9 Million21.44% of portfolio