A detailed history of Atria Wealth Solutions, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 78,600 shares of JCPB stock, worth $3.79 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
78,600
Previous 75,408 4.23%
Holding current value
$3.79 Million
Previous $3.52 Million 3.53%
% of portfolio
0.04%
Previous 0.04%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024

BUY
$45.27 - $46.67 $144,501 - $148,970
3,192 Added 4.23%
78,600 $3.64 Million
Q1 2024

May 13, 2024

BUY
$46.0 - $47.18 $293,250 - $300,772
6,375 Added 9.23%
75,408 $3.52 Million
Q4 2023

Feb 02, 2024

BUY
$43.49 - $47.47 $1.47 Million - $1.6 Million
33,746 Added 95.63%
69,033 $3.25 Million
Q3 2023

Nov 08, 2023

BUY
$44.57 - $46.79 $783,629 - $822,661
17,582 Added 99.31%
35,287 $1.58 Million
Q2 2023

Aug 03, 2023

BUY
$46.41 - $47.75 $354,247 - $364,475
7,633 Added 75.78%
17,705 $824,000
Q1 2023

Aug 22, 2023

SELL
$45.84 - $47.89 $77,011 - $80,455
-1,680 Reduced 9.49%
16,025 $759,000
Q1 2023

Jun 14, 2023

SELL
$45.84 - $47.89 $272,885 - $285,089
-5,953 Reduced 37.15%
10,072 $477,000
Q1 2023

May 10, 2023

BUY
$45.84 - $47.89 $272,885 - $285,089
5,953 Added 59.1%
16,025 $759,000
Q4 2022

Aug 30, 2023

SELL
$44.67 - $47.29 $340,966 - $360,964
-7,633 Reduced 43.11%
10,072 $462,000
Q4 2022

Feb 13, 2023

BUY
$44.67 - $47.29 $10,944 - $11,586
245 Added 2.49%
10,072 $462,000
Q3 2022

Nov 14, 2022

BUY
$45.58 - $49.27 $447,914 - $484,176
9,827 New
9,827 $451,000

Others Institutions Holding JCPB

About J P MORGAN EXCHANGE-TRADED FD


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

Track Atria Wealth Solutions, Inc. Portfolio

Follow Atria Wealth Solutions, Inc. 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 Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.