Sharkey, Howes & Javer J P Morgan Exchange Traded Fd Transaction History

Sharkey, Howes & Javer

$676 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 21, 2024	BUY	$45.87 - $48.53 $4,403 - $4,658	96 Added 1.35%	7,201 $347,000
Q2 2024 Jul 17, 2024	BUY	$45.27 - $46.67 $321,643 - $331,590	7,105 New	7,105 $329,000

Others Institutions Holding JCPB

# of Institutions

335

Shares Held

91.1M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

8.35M
Shares

$387 Million
0.03% of portfolio
Legacy Wealth Management, Inc

3.18M
Shares

$148 Million
9.41% of portfolio
Raymond James Financial Inc St. Petersburg, FL

3.1M
Shares

$144 Million
0.05% of portfolio
Jpmorgan Chase & CO New York, NY

3.1M
Shares

$144 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

2.08M
Shares

$96.6 Million
0.14% of portfolio

About J P MORGAN EXCHANGE-TRADED FD

Ticker JCPB
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