Sowell Financial Services LLC J P Morgan Exchange Traded Fd Transaction History

Sowell Financial Services LLC

$2.1 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 13, 2020	SELL	$54.12 - $55.22 $102,828 - $104,918	-1,900 Closed	0 $0
Q1 2020 May 12, 2020	BUY	$51.97 - $55.31 $98,743 - $105,089	1,900 New	1,900 $103,000

Others Institutions Holding JCPB

# of Institutions

276

Shares Held

64.4M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

7.22M
Shares

$340 Million
0.03% of portfolio
Legacy Wealth Management, Inc

2.66M
Shares

$125 Million
8.93% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

2.08M
Shares

$98 Million
0.14% of portfolio
Jpmorgan Chase & CO New York, NY

1.95M
Shares

$91.9 Million
0.01% of portfolio
Moss Adams Wealth Advisors LLC Seattle, WA

1.62M
Shares

$76 Million
8.53% of portfolio

About J P MORGAN EXCHANGE-TRADED FD

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