A detailed history of Strategic Planning Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Strategic Planning Group, LLC holds 21,970 shares of JCPB stock, worth $1.03 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
21,970
Previous 22,847 3.84%
Holding current value
$1.03 Million
Previous $1.06 Billion 0.12%
% of portfolio
0.21%
Previous 0.23%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$45.87 - $48.53 $40,227 - $42,560
-877 Reduced 3.84%
21,970 $1.06 Billion
Q2 2024

Aug 02, 2024

BUY
$45.27 - $46.67 $69,082 - $71,218
1,526 Added 7.16%
22,847 $1.06 Billion
Q1 2024

Apr 12, 2024

SELL
$46.0 - $47.18 $231,242 - $237,173
-5,027 Reduced 19.08%
21,321 $995 Million
Q4 2023

Apr 11, 2024

BUY
$43.49 - $47.47 $1.15 Million - $1.25 Million
26,348 New
26,348 $1.24 Billion

Others Institutions Holding JCPB

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JCPB
  • Sector ETFs
  • Industry ETFs
More about JCPB
Track This Portfolio

Track Strategic Planning Group, LLC Portfolio

Follow Strategic Planning Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Planning Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Planning Group, LLC with notifications on news.