Roberts Wealth Advisors, LLC Jp Morgan Exch Traded Fd Tr Sh Transaction History
Roberts Wealth Advisors, LLC
- $299 Million
- Q1 2025
A detailed history of Roberts Wealth Advisors, LLC transactions in Jp Morgan Exch Traded Fd Tr Sh stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 130,957 shares of JSCP stock, worth $6.18 Million. This represents 2.07% of its overall portfolio holdings.
Number of Shares
130,957Holding current value
$6.18 Million% of portfolio
2.07%Shares
1 transactions
Others Institutions Holding JSCP
# of Institutions
89Shares Held
10.4MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC1.92MShares$90.5 Million0.18% of portfolio
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Jpmorgan Chase & CO New York, NY1.38MShares$65 Million0.01% of portfolio
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Ep Wealth Advisors, LLC Torrance, CA1.25MShares$59.2 Million0.5% of portfolio
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Hb Wealth Management, LLC1.12MShares$52.9 Million0.45% of portfolio
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Cwm, LLC706KShares$33.3 Million0.13% of portfolio