Trademark Financial Management, LLC J P Morgan Exchange Traded Fd Transaction History
Trademark Financial Management, LLC
- $126 Billion
- Q3 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 61,105 shares of JCPB stock, worth $2.85 Million. This represents 2.34% of its overall portfolio holdings.
Number of Shares
61,105
Previous 58,173
5.04%
Holding current value
$2.85 Million
Previous $2.7 Billion
9.37%
% of portfolio
2.34%
Previous 2.19%
Shares
4 transactions
Others Institutions Holding JCPB
# of Institutions
297Shares Held
73.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.78MShares$362 Million0.03% of portfolio
-
Legacy Wealth Management, Inc3.02MShares$141 Million9.44% of portfolio
-
Jpmorgan Chase & CO New York, NY2.23MShares$104 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL2.08MShares$97 Million0.14% of portfolio
-
Wms Partners, LLC1.66MShares$77.4 Million4.72% of portfolio