Philip James Wealth Mangement, LLC J P Morgan Exchange Traded Fd Transaction History
Philip James Wealth Mangement, LLC
- $814 Billion
- Q3 2024
A detailed history of Philip James Wealth Mangement, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 94,032 shares of JCPB stock, worth $4.38 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
94,032
Previous 91,384
2.9%
Holding current value
$4.38 Million
Previous $4.23 Billion
7.14%
% of portfolio
0.56%
Previous 2.82%
Shares
2 transactions
Others Institutions Holding JCPB
# of Institutions
296Shares Held
73.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.78MShares$362 Million0.03% of portfolio
-
Legacy Wealth Management, Inc3.02MShares$140 Million9.44% of portfolio
-
Jpmorgan Chase & CO New York, NY2.23MShares$104 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL2.08MShares$96.9 Million0.14% of portfolio
-
Wms Partners, LLC1.66MShares$77.4 Million4.72% of portfolio