Perigon Wealth Management, LLC J P Morgan Exch Traded Fd Tr B Transaction History
Perigon Wealth Management, LLC
- $3.82 Billion
- Q1 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 428,037 shares of BBIN stock, worth $27.3 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
428,037
Previous 364,394
17.47%
Holding current value
$27.3 Million
Previous $20.8 Million
26.54%
% of portfolio
0.69%
Previous 0.52%
Shares
6 transactions
Others Institutions Holding BBIN
# of Institutions
113Shares Held
67.7MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY55.4MShares$3.54 Billion0.27% of portfolio
-
Morgan Stanley New York, NY1.65MShares$105 Million0.01% of portfolio
-
Integrated Wealth Concepts LLC1.41MShares$89.8 Million0.98% of portfolio
-
Vestmark Advisory Solutions, Inc.829KShares$52.9 Million1.44% of portfolio
-
Janney Montgomery Scott LLC712KShares$45.4 Million0.12% of portfolio