Tradition Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History
Tradition Wealth Management, LLC
- $1.06 Billion
- Q3 2024
A detailed history of Tradition Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 636,153 shares of JCPB stock, worth $30 Million. This represents 2.91% of its overall portfolio holdings.
Number of Shares
636,153
Previous 598,742
6.25%
Holding current value
$30 Million
Previous $27.7 Million
10.63%
% of portfolio
2.91%
Previous 2.81%
Shares
4 transactions
Others Institutions Holding JCPB
# of Institutions
299Shares Held
73.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.78MShares$367 Million0.03% of portfolio
-
Legacy Wealth Management, Inc3.02MShares$142 Million9.44% of portfolio
-
Jpmorgan Chase & CO New York, NY2.23MShares$105 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL2.08MShares$98.3 Million0.14% of portfolio
-
Wms Partners, LLC1.66MShares$78.5 Million4.72% of portfolio