Wiser Wealth Management, Inc J P Morgan Exchange Traded Fd Transaction History
Wiser Wealth Management, Inc
- $348 Million
- Q3 2024
A detailed history of Wiser Wealth Management, Inc transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Wiser Wealth Management, Inc holds 930,987 shares of JCPB stock, worth $43.1 Million. This represents 12.92% of its overall portfolio holdings.
Number of Shares
930,987
Previous 911,455
2.14%
Holding current value
$43.1 Million
Previous $42.2 Million
6.35%
% of portfolio
12.92%
Previous 13.1%
Shares
3 transactions
Others Institutions Holding JCPB
# of Institutions
300Shares Held
73.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.78MShares$360 Million0.03% of portfolio
-
Legacy Wealth Management, Inc3.02MShares$140 Million9.44% of portfolio
-
Jpmorgan Chase & CO New York, NY2.23MShares$103 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL2.08MShares$96.4 Million0.14% of portfolio
-
Wms Partners, LLC1.66MShares$77 Million4.72% of portfolio