Bogart Wealth, LLC J P Morgan Exchange Traded Fd Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q4 2024
A detailed history of Bogart Wealth, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Bogart Wealth, LLC holds 946,021 shares of JCPB stock, worth $44 Million. This represents 2.08% of its overall portfolio holdings.
Number of Shares
946,021
Previous 889,741
6.33%
Holding current value
$44 Million
Previous $42.9 Million
1.54%
% of portfolio
2.08%
Previous 2.04%
Shares
4 transactions
Others Institutions Holding JCPB
# of Institutions
333Shares Held
90.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.35MShares$388 Million0.03% of portfolio
-
Legacy Wealth Management, Inc3.18MShares$148 Million9.41% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.1MShares$144 Million0.05% of portfolio
-
Jpmorgan Chase & CO New York, NY3.1MShares$144 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL2.08MShares$96.9 Million0.14% of portfolio