Perigon Wealth Management, LLC J P Morgan Exch Traded Fd Tr B Transaction History
Perigon Wealth Management, LLC
- $5.25 Billion
- Q4 2025
A detailed history of Perigon Wealth Management, LLC transactions in J P Morgan Exch Traded Fd Tr B stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 465,267 shares of BBIN stock, worth $33.4 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
465,267
Previous 465,909
0.14%
Holding current value
$33.4 Million
Previous $32.7 Million
2.2%
% of portfolio
0.64%
Previous 0.69%
Shares
9 transactions
Others Institutions Holding BBIN
# of Institutions
123Shares Held
69.3MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY56.3MShares$4.04 Billion0.26% of portfolio
-
Morgan Stanley New York, NY2.22MShares$159 Million0.01% of portfolio
-
Integrated Wealth Concepts LLC2.07MShares$148 Million1.43% of portfolio
-
Bank Of America Corp Charlotte, NC829KShares$59.5 Million0.0% of portfolio
-
Aptus Capital Advisors, LLC542KShares$38.9 Million0.3% of portfolio