Atria Wealth Solutions, Inc. J P Morgan Exchange Traded Fd Transaction History

Atria Wealth Solutions, Inc.

$7.87 Billion
Q1 2025

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 141,746 shares of JCPB stock, worth $6.59 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

141,746

Previous 126,417 12.13%

Holding current value

$6.59 Million

Previous $5.82 Million 14.47%

% of portfolio

0.08%

Previous 0.07%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$45.56 - $47.23 $698,389 - $723,988	15,329 Added 12.13%	141,746 $6.67 Million
Q4 2024 Jan 31, 2025	BUY	$46.07 - $48.17 $583,246 - $609,832	12,660 Added 11.13%	126,417 $5.82 Million
Q3 2024 Nov 08, 2024	BUY	$45.87 - $48.53 $1.61 Million - $1.71 Million	35,157 Added 44.73%	113,757 $5.49 Million
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

# of Institutions

368

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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Atria Wealth Solutions, Inc. J P Morgan Exchange Traded Fd Transaction History