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 15,650 shares of JCPB stock, worth $726,629. This represents 0.02% of its overall portfolio holdings.

Number of Shares
15,650
Previous 19,150 18.28%
Holding current value
$726,629
Previous $887,000 14.99%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About J P MORGAN EXCHANGE-TRADED FD


  • 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.