Trademark Financial Management, LLC J P Morgan Exchange Traded Fd Transaction History
Trademark Financial Management, LLC
- $121 Billion
- Q1 2024
A detailed history of Trademark Financial Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Trademark Financial Management, LLC holds 56,153 shares of JCPB stock, worth $2.61 Million. This represents 2.17% of its overall portfolio holdings.
Number of Shares
56,153
Previous 55,019
2.06%
Holding current value
$2.61 Million
Previous $2.59 Billion
1.11%
% of portfolio
2.17%
Previous 1.9%
Shares
2 transactions
Others Institutions Holding JCPB
# of Institutions
236Shares Held
54MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.85MShares$318 Million0.03% of portfolio
-
Jpmorgan Chase & CO New York, NY3.24MShares$151 Million0.01% of portfolio
-
Legacy Wealth Management, Inc2.49MShares$116 Million8.57% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.73MShares$80.3 Million0.12% of portfolio
-
Grant Street Asset Management, Inc. Canonsburg, PA1.4MShares$64.9 Million21.44% of portfolio