Perigon Wealth Management, LLC J P Morgan Exch Traded Fd Tr B Transaction History
Perigon Wealth Management, LLC
- $4.72 Billion
- Q3 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 465,909 shares of BBIN stock, worth $33.4 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
465,909
Previous 445,104
4.67%
Holding current value
$33.4 Million
Previous $30 Million
8.75%
% of portfolio
0.69%
Previous 0.72%
Shares
8 transactions
Others Institutions Holding BBIN
# of Institutions
126Shares Held
70MCall 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