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

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 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

300

Shares Held

73.5M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

7.78M
Shares

$363 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

$97.1 Million
0.14% of portfolio
Wms Partners, LLC

1.66M
Shares

$77.5 Million
4.72% of portfolio

View Full List

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 Patriot Financial Group Insurance Agency, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Patriot Financial Group Insurance Agency, LLC with notifications on news.

Account