Avidian Wealth Solutions, LLC J P Morgan Exchange Traded Fd Transaction History

Avidian Wealth Solutions, LLC

  • $2.51 Billion
  • Q3 2025

A detailed history of Avidian Wealth Solutions, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 654,249 shares of JCPB stock, worth $31 Million. This represents 1.24% of its overall portfolio holdings.

Number of Shares
654,249
Previous 612,874 6.75%
Holding current value
$31 Million
Previous $28.8 Million 7.86%
% of portfolio
1.24%
Previous 1.21%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
BUY
$46.37 - $47.77 $1.92 Million - $1.98 Million
41,375 Added 6.75%
654,249 $31.1 Million
Q2 2025

Jul 30, 2025
BUY
$45.9 - $47.2 $1.67 Million - $1.72 Million
36,437 Added 6.32%
612,874 $28.8 Million
Q1 2025

Apr 25, 2025
BUY
$45.56 - $47.23 $26.3 Million - $27.2 Million
576,437 New
576,437 $27.1 Million
Q2 2023

Aug 03, 2023
SELL
$46.41 - $47.75 $7.57 Million - $7.79 Million
-163,218 Reduced 88.04%
22,173 $1.03 Million
Q1 2023

May 08, 2023
BUY
$45.84 - $47.89 $462,479 - $483,162
10,089 Added 5.76%
185,391 $8.79 Million
Q4 2022

Feb 06, 2023
BUY
$44.67 - $47.29 $546,671 - $578,735
12,238 Added 7.51%
175,302 $8.05 Million
Q3 2022

Nov 03, 2022
BUY
$45.58 - $49.27 $130,677 - $141,257
2,867 Added 1.79%
163,064 $7.48 Million
Q2 2022

Jul 29, 2022
BUY
$47.05 - $50.89 $7.54 Million - $8.15 Million
160,197 New
160,197 $7.7 Million

Others Institutions Holding JCPB

# of Institutions
418
Shares Held
148M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JCPB Quotes by TradingView
  • Ticker JCPB
  • Sector ETFs
  • Industry ETFs
More about JCPB
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