Personal Cfo Solutions, LLC J P Morgan Exchange Traded Fd Transaction History
Personal Cfo Solutions, LLC
- $600 Million
- Q1 2024
A detailed history of Personal Cfo Solutions, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 10,066 shares of JCPB stock, worth $467,968. This represents 0.08% of its overall portfolio holdings.
Number of Shares
10,066
Previous 8,544
17.81%
Holding current value
$467,968
Previous $402,000
16.67%
% of portfolio
0.08%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding JCPB
# of Institutions
236Shares Held
54MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.85MShares$318 Million0.03% of portfolio
-
Jpmorgan Chase & CO New York, NY3.24MShares$151 Million0.01% of portfolio
-
Legacy Wealth Management, Inc2.49MShares$116 Million8.57% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.73MShares$80.3 Million0.12% of portfolio
-
Grant Street Asset Management, Inc. Canonsburg, PA1.4MShares$64.9 Million21.44% of portfolio