Patriot Financial Group Insurance Agency, LLC J P Morgan Exchange Traded Fd Transaction History

Patriot Financial Group Insurance Agency, LLC

$667 Million
Q2 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	BUY	$47.05 - $50.89 $2,446 - $2,646	52 Added 173.33%	82 $4,000
Q4 2021 Jan 10, 2022	BUY	$54.05 - $54.77 $702 - $712	13 Added 76.47%	30 $2,000
Q3 2021 Nov 24, 2021	BUY	$54.48 - $55.17 $381 - $386	7 Added 70.0%	17 $1,000
Q4 2020 Jan 15, 2021	BUY	$55.46 - $56.37 $554 - $563	10 New	10 $1,000

Others Institutions Holding JCPB

# of Institutions

276

Shares Held

64.4M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

7.22M
Shares

$340 Million
0.03% of portfolio
Legacy Wealth Management, Inc

2.66M
Shares

$125 Million
8.93% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

2.08M
Shares

$98 Million
0.14% of portfolio
Jpmorgan Chase & CO New York, NY

1.95M
Shares

$91.9 Million
0.01% of portfolio
Moss Adams Wealth Advisors LLC Seattle, WA

1.62M
Shares

$76 Million
8.53% of portfolio

View Full List

About J P MORGAN EXCHANGE-TRADED FD

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