Peterson Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Peterson Wealth Advisors, LLC
- $482 Million
- Q4 2024
A detailed history of Peterson Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 338,195 shares of JCPB stock, worth $15.6 Million. This represents 3.23% of its overall portfolio holdings.
Number of Shares
338,195
Previous 361,948
6.56%
Holding current value
$15.6 Million
Previous $17.5 Million
10.77%
% of portfolio
3.23%
Previous 3.64%
Shares
11 transactions
Others Institutions Holding JCPB
# of Institutions
310Shares Held
75.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.78MShares$359 Million0.03% of portfolio
-
Legacy Wealth Management, Inc3.02MShares$139 Million9.44% of portfolio
-
Jpmorgan Chase & CO New York, NY2.23MShares$103 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL2.08MShares$96.1 Million0.14% of portfolio
-
Janney Montgomery Scott LLC1.93MShares$88.9 Million0.25% of portfolio