Aveo Capital Partners, LLC J P Morgan Exchange Traded Fd Transaction History

Aveo Capital Partners, LLC

$856 Million
Q4 2024

A detailed history of Aveo Capital Partners, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Aveo Capital Partners, LLC holds 60,396 shares of JCPB stock, worth $2.82 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

60,396

Previous 66,606 9.32%

Holding current value

$2.82 Million

Previous $3.21 Million 13.41%

% of portfolio

0.32%

Previous 0.35%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$46.07 - $48.17 $286,094 - $299,135	-6,210 Reduced 9.32%	60,396 $2.78 Million
Q3 2024 Nov 12, 2024	BUY	$45.87 - $48.53 $18,164 - $19,217	396 Added 0.6%	66,606 $3.21 Million
Q2 2024 Aug 02, 2024	BUY	$45.27 - $46.67 $22,816 - $23,521	504 Added 0.77%	66,210 $3.07 Million
Q1 2024 May 06, 2024	SELL	$46.0 - $47.18 $4.96 Million - $5.09 Million	-107,923 Reduced 62.16%	65,706 $3.07 Million
Q4 2023 Feb 06, 2024	SELL	$43.49 - $47.47 $794,214 - $866,897	-18,262 Reduced 9.52%	173,629 $8.17 Million
Q3 2023 Nov 06, 2023	SELL	$44.57 - $46.79 $9.4 Million - $9.87 Million	-211,001 Reduced 52.37%	191,891 $8.57 Million
Q2 2023 Aug 08, 2023	BUY	$46.41 - $47.75 $7.02 Million - $7.22 Million	151,298 Added 60.14%	402,892 $18.8 Million
Q1 2023 May 03, 2023	SELL	$45.84 - $47.89 $255,191 - $266,603	-5,567 Reduced 2.16%	251,594 $11.9 Million
Q4 2022 Feb 03, 2023	BUY	$44.67 - $47.29 $11.5 Million - $12.2 Million	257,161 New	257,161 $11.8 Million

Others Institutions Holding JCPB

# of Institutions

335

Shares Held

91.1M

Call Options Held

Put Options Held

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About J P MORGAN EXCHANGE-TRADED FD

Ticker JCPB
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Aveo Capital Partners, LLC J P Morgan Exchange Traded Fd Transaction History