Perigon Wealth Management, LLC J P Morgan Exch Traded Fd Tr B Call Options Transaction History
Perigon Wealth Management, LLC
- $3.82 Billion
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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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
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Morgan Stanley New York, NY1.65MShares$105 Million0.01% of portfolio
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Integrated Wealth Concepts LLC1.65MShares$105 Million1.26% of portfolio
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Vestmark Advisory Solutions, Inc.829KShares$52.9 Million1.44% of portfolio
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Janney Montgomery Scott LLC712KShares$45.4 Million0.12% of portfolio