Arbor Trust Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Arbor Trust Wealth Advisors, LLC
- $210 Million
- Q4 2024
A detailed history of Arbor Trust Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Arbor Trust Wealth Advisors, LLC holds 221,972 shares of JCPB stock, worth $10.2 Million. This represents 4.86% of its overall portfolio holdings.
Number of Shares
221,972
Previous 106,711
108.01%
Holding current value
$10.2 Million
Previous $5.15 Million
98.68%
% of portfolio
4.86%
Previous 2.55%
Shares
4 transactions
Others Institutions Holding JCPB
# of Institutions
328Shares Held
86.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.78MShares$358 Million0.03% of portfolio
-
Legacy Wealth Management, Inc3.18MShares$147 Million9.41% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.1MShares$143 Million0.05% of portfolio
-
Jpmorgan Chase & CO New York, NY3.1MShares$143 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL2.08MShares$96 Million0.14% of portfolio