Philip James Wealth Mangement, LLC J P Morgan Exchange Traded Fd Transaction History
Philip James Wealth Mangement, LLC
- $774 Billion
- Q4 2024
A detailed history of Philip James Wealth Mangement, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 152,187 shares of JCPB stock, worth $7.1 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
152,187
Previous 94,032
61.85%
Holding current value
$7.1 Million
Previous $4.54 Billion
54.57%
% of portfolio
0.91%
Previous 0.56%
Shares
3 transactions
Others Institutions Holding JCPB
# of Institutions
337Shares Held
91.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.35MShares$390 Million0.03% of portfolio
-
Legacy Wealth Management, Inc3.18MShares$149 Million9.41% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.1MShares$145 Million0.05% of portfolio
-
Jpmorgan Chase & CO New York, NY3.1MShares$145 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL2.08MShares$97.2 Million0.14% of portfolio