Milestone Investment Advisors LLC J P Morgan Exchange Traded Fd Transaction History

Milestone Investment Advisors LLC

  • $371 Million
  • Q2 2025

A detailed history of Milestone Investment Advisors LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 224,499 shares of JCPB stock, worth $10.7 Million. This represents 2.85% of its overall portfolio holdings.

Number of Shares
224,499
Previous 230,364 2.55%
Holding current value
$10.7 Million
Previous $10.8 Million 2.51%
% of portfolio
2.85%
Previous 3.1%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$45.9 - $47.2 $269,203 - $276,828
-5,865 Reduced 2.55%
224,499 $10.6 Million
Q1 2025

Apr 28, 2025
BUY
$45.56 - $47.23 $117,863 - $122,184
2,587 Added 1.14%
230,364 $10.8 Million
Q4 2024

Feb 12, 2025
SELL
$46.07 - $48.17 $7.58 Million - $7.93 Million
-164,542 Reduced 41.94%
227,777 $10.5 Million
Q3 2024

Oct 30, 2024
BUY
$45.87 - $48.53 $4 Million - $4.23 Million
87,175 Added 28.57%
392,319 $18.9 Million
Q2 2024

Aug 13, 2024
BUY
$45.27 - $46.67 $2.66 Million - $2.74 Million
58,772 Added 23.85%
305,144 $14.1 Million
Q1 2024

May 14, 2024
BUY
$46.0 - $47.18 $1.19 Million - $1.22 Million
25,810 Added 11.7%
246,372 $11.5 Million
Q4 2023

Feb 09, 2024
BUY
$43.49 - $47.47 $7.22 Million - $7.88 Million
166,015 Added 304.35%
220,562 $10.4 Million
Q3 2023

Nov 08, 2023
BUY
$44.57 - $46.79 $1.21 Million - $1.27 Million
27,220 Added 99.61%
54,547 $2.44 Million
Q2 2023

Aug 02, 2023
BUY
$46.41 - $47.75 $1.27 Million - $1.3 Million
27,327 New
27,327 $1.27 Million

Others Institutions Holding JCPB

# of Institutions
397
Shares Held
131M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JCPB Quotes by TradingView
  • Ticker JCPB
  • Sector ETFs
  • Industry ETFs
More about JCPB
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