Palo Alto Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Palo Alto Wealth Advisors, LLC

$256 Billion
Q1 2025

A detailed history of Palo Alto Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Palo Alto Wealth Advisors, LLC holds 16,421 shares of JCPB stock, worth $771,294. This represents 0.3% of its overall portfolio holdings.

Number of Shares

16,421

Previous 16,861 2.61%

Holding current value

$771,294

Previous $780 Million 2.81%

% of portfolio

0.3%

Previous 0.27%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$45.56 - $47.23 $20,046 - $20,781	-440 Reduced 2.61%	16,421 $758 Million
Q4 2024 Feb 14, 2025	BUY	$46.07 - $48.17 $250,759 - $262,189	5,443 Added 47.67%	16,861 $780 Million
Q3 2024 Nov 06, 2024	BUY	$45.87 - $48.53 $138,986 - $147,045	3,030 Added 36.12%	11,418 $537 Million
Q2 2024 Aug 13, 2024	SELL	$45.27 - $46.67 $121,504 - $125,262	-2,684 Reduced 24.24%	8,388 $389 Million
Q1 2024 Apr 30, 2024	BUY	$46.0 - $47.18 $65,642 - $67,325	1,427 Added 14.8%	11,072 $516 Million
Q4 2023 Feb 05, 2024	BUY	$43.49 - $47.47 $141,559 - $154,514	3,255 Added 50.94%	9,645 $456 Million
Q3 2023 Oct 30, 2023	BUY	$44.57 - $46.79 $89,140 - $93,580	2,000 Added 45.56%	6,390 $285 Million
Q2 2023 Aug 07, 2023	BUY	$46.41 - $47.75 $203,739 - $209,622	4,390 New	4,390 $204 Million

Others Institutions Holding JCPB

# of Institutions

367

Shares Held

115M

Call Options Held

Put Options Held

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About J P MORGAN EXCHANGE-TRADED FD

Ticker JCPB
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Palo Alto Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History