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

Arete Wealth Advisors, LLC

$1.31 Billion
Q1 2025

A detailed history of Arete Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 78,901 shares of JCPB stock, worth $3.67 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

78,901

Previous 70,935 11.23%

Holding current value

$3.67 Million

Previous $3.27 Million 13.59%

% of portfolio

0.28%

Previous 0.24%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$45.56 - $47.23 $362,930 - $376,234	7,966 Added 11.23%	78,901 $3.71 Million
Q4 2024 Feb 12, 2025	BUY	$46.07 - $48.17 $1.03 Million - $1.08 Million	22,433 Added 46.25%	70,935 $3.27 Million
Q3 2024 Nov 14, 2024	BUY	$45.87 - $48.53 $387,830 - $410,321	8,455 Added 21.11%	48,502 $2.34 Million
Q2 2024 Aug 13, 2024	BUY	$45.27 - $46.67 $271,936 - $280,346	6,007 Added 17.65%	40,047 $1.86 Million
Q1 2024 May 15, 2024	BUY	$46.0 - $47.18 $159,666 - $163,761	3,471 Added 11.35%	34,040 $1.59 Million
Q4 2023 Feb 14, 2024	BUY	$43.49 - $47.47 $1.33 Million - $1.45 Million	30,569 New	30,569 $1.44 Million
Q2 2023 Aug 09, 2023	BUY	$46.41 - $47.75 $606,857 - $624,379	13,076 New	13,076 $609,000

Others Institutions Holding JCPB

# of Institutions

369

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