Wiser Wealth Management, Inc J P Morgan Exchange Traded Fd Transaction History
Wiser Wealth Management, Inc
- $322 Million
- Q2 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 911,455 shares of JCPB stock, worth $43.8 Million. This represents 13.1% of its overall portfolio holdings.
Number of Shares
911,455
Previous 867,111
5.11%
Holding current value
$43.8 Million
Previous $40.5 Million
4.39%
% of portfolio
13.1%
Previous 13.27%
Shares
2 transactions
Others Institutions Holding JCPB
# of Institutions
261Shares Held
60.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.22MShares$347 Million0.03% of portfolio
-
Legacy Wealth Management, Inc2.66MShares$128 Million8.93% of portfolio
-
Jpmorgan Chase & CO New York, NY1.95MShares$93.9 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.86MShares$89.5 Million0.12% of portfolio
-
Grant Street Asset Management, Inc. Canonsburg, PA1.43MShares$68.9 Million21.36% of portfolio