Triad Wealth Partners, LLC J P Morgan Exchange Traded Fd Transaction History

Triad Wealth Partners, LLC

  • $277 Billion
  • Q4 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 408,683 shares of JCPB stock, worth $19 Million. This represents 6.8% of its overall portfolio holdings.

Number of Shares
408,683
Previous 265,215 54.09%
Holding current value
$19 Million
Previous $12.8 Billion 47.16%
% of portfolio
6.8%
Previous 6.8%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$46.07 - $48.17 $6.61 Million - $6.91 Million
143,468 Added 54.09%
408,683 $18.8 Billion
Q3 2024

Oct 21, 2024
BUY
$45.87 - $48.53 $4.78 Million - $5.05 Million
104,128 Added 64.64%
265,215 $12.8 Billion
Q2 2024

Jul 18, 2024
BUY
$45.27 - $46.67 $1.29 Million - $1.33 Million
28,466 Added 21.46%
161,087 $7.46 Billion
Q1 2024

Apr 23, 2024
BUY
$46.0 - $47.18 $6.1 Million - $6.26 Million
132,621 New
132,621 $6.19 Billion

Others Institutions Holding JCPB

# of Institutions
321
Shares Held
84M
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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