Wms Partners, LLC J P Morgan Exchange Traded Fd Transaction History
Wms Partners, LLC
- $1.51 Billion
- Q2 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 1,404,536 shares of JCPB stock, worth $68 Million. This represents 4.31% of its overall portfolio holdings.
Number of Shares
1,404,536
Previous 1,241,832
13.1%
Holding current value
$68 Million
Previous $57.9 Million
12.33%
% of portfolio
4.31%
Previous 4.14%
Shares
6 transactions
Others Institutions Holding JCPB
# of Institutions
263Shares Held
60.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.22MShares$349 Million0.03% of portfolio
-
Legacy Wealth Management, Inc2.66MShares$129 Million8.93% of portfolio
-
Jpmorgan Chase & CO New York, NY1.95MShares$94.6 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.86MShares$90.1 Million0.12% of portfolio
-
Grant Street Asset Management, Inc. Canonsburg, PA1.43MShares$69.3 Million21.36% of portfolio