Smallwood Wealth Investment Management, LLC J P Morgan Exchange Traded Fd Transaction History
Smallwood Wealth Investment Management, LLC
- $142 Million
- Q4 2024
A detailed history of Smallwood Wealth Investment Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 9,249 shares of JCPB stock, worth $426,563. This represents 0.3% of its overall portfolio holdings.
Number of Shares
9,249Holding current value
$426,563% of portfolio
0.3%Shares
1 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
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Legacy Wealth Management, Inc3.02MShares$139 Million9.44% of portfolio
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Jpmorgan Chase & CO New York, NY2.23MShares$103 Million0.01% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL2.08MShares$96.1 Million0.14% of portfolio
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Janney Montgomery Scott LLC1.93MShares$88.9 Million0.25% of portfolio