Axxcess Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History

Axxcess Wealth Management, LLC

  • $3.96 Billion
  • Q4 2024

A detailed history of Axxcess Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 12,100 shares of JCPB stock, worth $564,465. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,100
Previous 15,650 22.68%
Holding current value
$564,465
Previous $754,000 26.13%
% of portfolio
0.01%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
SELL
$46.07 - $48.17 $163,548 - $171,003
-3,550 Reduced 22.68%
12,100 $557,000
Q3 2024

Nov 04, 2024
SELL
$45.87 - $48.53 $160,545 - $169,855
-3,500 Reduced 18.28%
15,650 $754,000
Q2 2024

Aug 09, 2024
SELL
$45.27 - $46.67 $2.21 Million - $2.27 Million
-48,735 Reduced 71.79%
19,150 $887,000
Q1 2024

May 14, 2024
BUY
$46.0 - $47.18 $811,026 - $831,830
17,631 Added 35.08%
67,885 $3.17 Million
Q4 2023

Feb 06, 2024
BUY
$43.49 - $47.47 $2.19 Million - $2.39 Million
50,254 New
50,254 $2.37 Million

Others Institutions Holding JCPB

# of Institutions
335
Shares Held
91.1M
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
Track This Portfolio

Track Axxcess Wealth Management, LLC Portfolio

Follow Axxcess Wealth Management, LLC 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 Axxcess Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axxcess Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email