A detailed history of Legacy Wealth Managment, Llc/Id transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 68,216 shares of JCPB stock, worth $3.16 Million. This represents 2.25% of its overall portfolio holdings.

Number of Shares
68,216
Previous 75,391 9.52%
Holding current value
$3.16 Million
Previous $3.64 Million 13.59%
% of portfolio
2.25%
Previous 2.56%

Shares

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

Feb 13, 2025

SELL
$46.07 - $48.17 $330,552 - $345,619
-7,175 Reduced 9.52%
68,216 $3.14 Million
Q3 2024

Nov 15, 2024

BUY
$45.87 - $48.53 $3.46 Million - $3.66 Million
75,391 New
75,391 $3.64 Million

Others Institutions Holding JCPB

About J P MORGAN EXCHANGE-TRADED FD


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

Track Legacy Wealth Managment, Llc/Id Portfolio

Follow Legacy Wealth Managment, Llc/Id 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 Legacy Wealth Managment, Llc/Id, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Managment, Llc/Id with notifications on news.