Triad Wealth Partners, LLC J P Morgan Exchange Traded Fd Transaction History
Triad Wealth Partners, LLC
- $188 Billion
- Q3 2024
A detailed history of Triad Wealth Partners, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 265,215 shares of JCPB stock, worth $12.4 Million. This represents 6.8% of its overall portfolio holdings.
Number of Shares
265,215
Previous 161,087
64.64%
Holding current value
$12.4 Million
Previous $7.46 Billion
71.43%
% of portfolio
6.8%
Previous 3.91%
Shares
3 transactions
Others Institutions Holding JCPB
# of Institutions
282Shares Held
65.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.22MShares$339 Million0.03% of portfolio
-
Legacy Wealth Management, Inc3.02MShares$142 Million9.44% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL2.08MShares$97.8 Million0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY1.95MShares$91.7 Million0.01% of portfolio
-
Janney Montgomery Scott LLC1.65MShares$77.5 Million0.22% of portfolio