Balance Wealth, LLC J P Morgan Exchange Traded Fd Transaction History
Balance Wealth, LLC
- $405 Billion
- Q3 2025
A detailed history of Balance Wealth, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Balance Wealth, LLC holds 33,282 shares of JCPB stock, worth $1.58 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
33,282
Previous 34,185
2.64%
Holding current value
$1.58 Million
Previous $1.61 Billion
1.63%
% of portfolio
0.39%
Previous 0.94%
Shares
3 transactions
Others Institutions Holding JCPB
# of Institutions
419Shares Held
148MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC10.4MShares$494 Million3.42% of portfolio
-
Bank Of America Corp Charlotte, NC8.41MShares$399 Million0.03% of portfolio
-
Factory Mutual Insurance CO Waltham, MA5.85MShares$277 Million2.75% of portfolio
-
Morgan Stanley New York, NY4.25MShares$201 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY3.99MShares$189 Million0.01% of portfolio