Trademark Financial Management, LLC J P Morgan Exchange Traded Fd Transaction History
Trademark Financial Management, LLC
- $126 Billion
- Q3 2024
A detailed history of Trademark Financial Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Trademark Financial Management, LLC holds 61,105 shares of JCPB stock, worth $2.84 Million. This represents 2.34% of its overall portfolio holdings.
Number of Shares
61,105
Previous 58,173
5.04%
Holding current value
$2.84 Million
Previous $2.7 Billion
9.37%
% of portfolio
2.34%
Previous 2.19%
Shares
4 transactions
Others Institutions Holding JCPB
# of Institutions
282Shares Held
65.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.22MShares$336 Million0.03% of portfolio
-
Legacy Wealth Management, Inc3.02MShares$140 Million9.44% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL2.08MShares$96.9 Million0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY1.95MShares$90.9 Million0.01% of portfolio
-
Janney Montgomery Scott LLC1.65MShares$76.8 Million0.22% of portfolio