Wms Partners, LLC J P Morgan Exchange Traded Fd Transaction History
Wms Partners, LLC
- $1.4 Billion
- Q1 2024
A detailed history of Wms Partners, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Wms Partners, LLC holds 1,241,832 shares of JCPB stock, worth $57.4 Million. This represents 4.14% of its overall portfolio holdings.
Number of Shares
1,241,832
Previous 1,052,948
17.94%
Holding current value
$57.4 Million
Previous $49.6 Million
16.86%
% of portfolio
4.14%
Previous 3.8%
Shares
5 transactions
Others Institutions Holding JCPB
# of Institutions
236Shares Held
54MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.85MShares$317 Million0.03% of portfolio
-
Jpmorgan Chase & CO New York, NY3.24MShares$150 Million0.01% of portfolio
-
Legacy Wealth Management, Inc2.49MShares$115 Million8.57% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.73MShares$79.9 Million0.12% of portfolio
-
Grant Street Asset Management, Inc. Canonsburg, PA1.4MShares$64.6 Million21.44% of portfolio