Beacon Pointe Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Beacon Pointe Advisors, LLC

$8.76 Billion
Q1 2025

A detailed history of Beacon Pointe Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 29,200 shares of JCPB stock, worth $1.36 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

29,200

Previous 33,987 14.08%

Holding current value

$1.36 Million

Previous $1.57 Million 12.27%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$45.56 - $47.23 $218,095 - $226,090	-4,787 Reduced 14.08%	29,200 $1.37 Million
Q4 2024 Feb 14, 2025	BUY	$46.07 - $48.17 $381,782 - $399,184	8,287 Added 32.25%	33,987 $1.57 Million
Q3 2024 Nov 14, 2024	BUY	$45.87 - $48.53 $533,697 - $564,646	11,635 Added 82.72%	25,700 $1.24 Million
Q2 2024 Aug 12, 2024	SELL	$45.27 - $46.67 $63,378 - $65,338	-1,400 Reduced 9.05%	14,065 $651,000
Q1 2024 May 14, 2024	BUY	$46.0 - $47.18 $77,878 - $79,875	1,693 Added 12.29%	15,465 $721,000
Q4 2023 Feb 08, 2024	BUY	$43.49 - $47.47 $86,414 - $94,322	1,987 Added 16.86%	13,772 $648,000
Q3 2023 Nov 14, 2023	BUY	$44.57 - $46.79 $329,639 - $346,058	7,396 Added 168.51%	11,785 $526,000
Q2 2023 Aug 11, 2023	BUY	$46.41 - $47.75 $203,693 - $209,574	4,389 New	4,389 $204,000

Others Institutions Holding JCPB

# of Institutions

369

Shares Held

115M

Call Options Held

Put Options Held

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About J P MORGAN EXCHANGE-TRADED FD

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Beacon Pointe Advisors, LLC J P Morgan Exchange Traded Fd Transaction History