Perigon Wealth Management, LLC J P Morgan Exch Traded Fd Tr B Transaction History
Perigon Wealth Management, LLC
- $4.18 Billion
- Q2 2025
A detailed history of Perigon Wealth Management, LLC transactions in J P Morgan Exch Traded Fd Tr B stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 445,104 shares of BBIN stock, worth $31.3 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
445,104
Previous 428,037
3.99%
Holding current value
$31.3 Million
Previous $26.3 Million
14.11%
% of portfolio
0.72%
Previous 0.69%
Shares
7 transactions
Others Institutions Holding BBIN
# of Institutions
118Shares Held
70.6MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY55.4MShares$3.89 Billion0.27% of portfolio
-
Morgan Stanley New York, NY2.13MShares$149 Million0.01% of portfolio
-
Integrated Wealth Concepts LLC1.87MShares$131 Million1.36% of portfolio
-
Vestmark Advisory Solutions, Inc.1.77MShares$124 Million1.93% of portfolio
-
Lpl Financial LLC Fort Mill, SC879KShares$61.7 Million0.02% of portfolio