Tradition Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History
Tradition Wealth Management, LLC
- $1.21 Billion
- Q3 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 745,141 shares of JCPB stock, worth $35.3 Million. This represents 2.94% of its overall portfolio holdings.
Number of Shares
745,141
Previous 861,685
13.53%
Holding current value
$35.3 Million
Previous $40.6 Million
12.62%
% of portfolio
2.94%
Previous 3.58%
Shares
8 transactions
Others Institutions Holding JCPB
# of Institutions
422Shares 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