Summit Trail Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Summit Trail Advisors, LLC
- $7.06 Billion
- Q3 2025
A detailed history of Summit Trail Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 6,493 shares of JCPB stock, worth $307,638. This represents 0.0% of its overall portfolio holdings.
Number of Shares
6,493
Previous 6,493
-0.0%
Holding current value
$307,638
Previous $305,000
0.98%
% of portfolio
0.0%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding JCPB
# of Institutions
418Shares Held
148MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC10.4MShares$494 Million3.42% of portfolio
-
Bank Of America Corp Charlotte, NC8.41MShares$399 Million0.03% of portfolio
-
Factory Mutual Insurance CO Waltham, MA5.85MShares$277 Million2.75% of portfolio
-
Morgan Stanley New York, NY4.25MShares$201 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY3.99MShares$189 Million0.01% of portfolio