Position history for Dynasty Wealth Management, LLC's holdings in J P MORGAN EXCHANGE TRADED F
Dynasty Wealth Management, LLC holds 4.4M shares of JCPB (J P MORGAN EXCHANGE TRADED F), worth $209.1M as of 2026-Q1. The position was increased (+19.2% shares). JCPB represents 1.8% of Dynasty Wealth Management, LLC's portfolio.
Current Value
$209.1M
Current Shares
4.4M
Total Value Change
+$32.7M
Total Shares Change
+715,921
Other major holders of JCPB: HB Wealth Management, LLC, BANK OF AMERICA CORP /DE/, MORGAN STANLEY
Increased |
| 4.4M |
+19.2% |
| $209.1M |
| 1.8% |
| $47.71 |
57 |
| 2025-Q4 | New | 3.7M | - | $176.4M | 1.7% | $47.26 | 70 |