Summit Financial Strategies, Inc. J P Morgan Exchange Traded Fd Transaction History
Summit Financial Strategies, Inc.
- $836 Million
- Q4 2024
A detailed history of Summit Financial Strategies, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 102,791 shares of JCPB stock, worth $4.75 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
102,791Holding current value
$4.75 Million% of portfolio
0.57%Shares
1 transactions
Others Institutions Holding JCPB
# of Institutions
312Shares Held
76.2MCall 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, Inc3.18MShares$147 Million9.41% of portfolio
-
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$96.2 Million0.14% of portfolio
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Janney Montgomery Scott LLC1.93MShares$89.1 Million0.25% of portfolio