Perigon Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History
Perigon Wealth Management, LLC
- $3.67 Billion
- Q3 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 183,135 shares of JCPB stock, worth $8.61 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
183,135Holding current value
$8.61 Million% of portfolio
0.24%Shares
1 transactions
Others Institutions Holding JCPB
# of Institutions
276Shares Held
64.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.22MShares$340 Million0.03% of portfolio
-
Legacy Wealth Management, Inc2.66MShares$125 Million8.93% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL2.08MShares$98 Million0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY1.95MShares$91.9 Million0.01% of portfolio
-
Moss Adams Wealth Advisors LLC Seattle, WA1.62MShares$76 Million8.53% of portfolio