Tradition Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History
Tradition Wealth Management, LLC
- $1.04 Billion
- Q1 2025
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 833,877 shares of JCPB stock, worth $38.8 Million. This represents 3.76% of its overall portfolio holdings.
Number of Shares
833,877
Previous 783,411
6.44%
Holding current value
$38.8 Million
Previous $36.1 Million
8.68%
% of portfolio
3.76%
Previous 3.41%
Shares
6 transactions
Others Institutions Holding JCPB
# of Institutions
368Shares Held
115MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.06MShares$375 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.84MShares$179 Million0.07% of portfolio
-
Hb Wealth Management, LLC3.78MShares$176 Million1.5% of portfolio
-
Jpmorgan Chase & CO New York, NY3.48MShares$162 Million0.01% of portfolio
-
Legacy Wealth Management, Inc3.23MShares$150 Million10.14% of portfolio