Perigon Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History
Perigon Wealth Management, LLC
- $3.97 Billion
- Q4 2024
A detailed history of Perigon Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 270,018 shares of JCPB stock, worth $12.6 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
270,018
Previous 183,135
47.44%
Holding current value
$12.6 Million
Previous $8.83 Million
40.81%
% of portfolio
0.31%
Previous 0.24%
Shares
2 transactions
Others Institutions Holding JCPB
# of Institutions
333Shares Held
90.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.35MShares$388 Million0.03% of portfolio
-
Legacy Wealth Management, Inc3.18MShares$148 Million9.41% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.1MShares$144 Million0.05% of portfolio
-
Jpmorgan Chase & CO New York, NY3.1MShares$144 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL2.08MShares$96.9 Million0.14% of portfolio