Peterson Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Peterson Wealth Advisors, LLC
- $480 Million
- Q3 2024
A detailed history of Peterson Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 361,948 shares of JCPB stock, worth $16.7 Million. This represents 3.64% of its overall portfolio holdings.
Number of Shares
361,948
Previous 342,506
5.68%
Holding current value
$16.7 Million
Previous $15.9 Million
10.03%
% of portfolio
3.64%
Previous 3.57%
Shares
10 transactions
Others Institutions Holding JCPB
# of Institutions
300Shares Held
73.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.78MShares$359 Million0.03% of portfolio
-
Legacy Wealth Management, Inc3.02MShares$139 Million9.44% of portfolio
-
Jpmorgan Chase & CO New York, NY2.23MShares$103 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL2.08MShares$96.2 Million0.14% of portfolio
-
Wms Partners, LLC1.66MShares$76.8 Million4.72% of portfolio