Valeo Financial Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Valeo Financial Advisors, LLC
- $3.97 Billion
- Q4 2024
A detailed history of Valeo Financial Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 1,482,502 shares of JCPB stock, worth $69.5 Million. This represents 1.72% of its overall portfolio holdings.
Number of Shares
1,482,502
Previous 359,285
312.63%
Holding current value
$69.5 Million
Previous $17.3 Million
294.08%
% of portfolio
1.72%
Previous 0.45%
Shares
2 transactions
Others Institutions Holding JCPB
# of Institutions
336Shares Held
91.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.35MShares$391 Million0.03% of portfolio
-
Legacy Wealth Management, Inc3.18MShares$149 Million9.41% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.1MShares$145 Million0.05% of portfolio
-
Jpmorgan Chase & CO New York, NY3.1MShares$145 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL2.08MShares$97.6 Million0.14% of portfolio