Palo Alto Wealth Advisors, LLC J P Morgan Exchange Traded Fd Put Options Transaction History

Palo Alto Wealth Advisors, LLC

$242 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding JCPB

# of Institutions

299

Shares Held

73.3M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

7.78M
Shares

$362 Million
0.03% of portfolio
Legacy Wealth Management, Inc

3.02M
Shares

$141 Million
9.44% of portfolio
Jpmorgan Chase & CO New York, NY

2.23M
Shares

$104 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

2.08M
Shares

$97 Million
0.14% of portfolio
Wms Partners, LLC

1.66M
Shares

$77.4 Million
4.72% of portfolio

About J P MORGAN EXCHANGE-TRADED FD

Ticker JCPB
Sector ETFs
Industry ETFs

More about JCPB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Palo Alto Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Palo Alto Wealth Advisors, LLC with notifications on news.