Bogart Wealth, LLC J P Morgan Exchange Traded Fd Transaction History

Bogart Wealth, LLC

$2.32 Billion
Q2 2025

A detailed history of Bogart Wealth, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Bogart Wealth, LLC holds 1,416,196 shares of JCPB stock, worth $67.2 Million. This represents 2.87% of its overall portfolio holdings.

Number of Shares

1,416,196

Previous 1,381,760 2.49%

Holding current value

$67.2 Million

Previous $65 Million 2.54%

% of portfolio

2.87%

Previous 3.09%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	BUY	$45.9 - $47.2 $1.58 Million - $1.63 Million	34,436 Added 2.49%	1,416,196 $66.6 Million
Q1 2025 May 01, 2025	BUY	$45.56 - $47.23 $19.9 Million - $20.6 Million	435,739 Added 46.06%	1,381,760 $65 Million
Q4 2024 Jan 29, 2025	BUY	$46.07 - $48.17 $2.59 Million - $2.71 Million	56,280 Added 6.33%	946,021 $43.6 Million
Q3 2024 Oct 22, 2024	BUY	$45.87 - $48.53 $1.37 Million - $1.45 Million	29,856 Added 3.47%	889,741 $42.9 Million
Q2 2024 Jul 31, 2024	BUY	$45.27 - $46.67 $780,500 - $804,637	17,241 Added 2.05%	859,885 $39.8 Million
Q1 2024 Apr 25, 2024	BUY	$46.0 - $47.18 $38.8 Million - $39.8 Million	842,644 New	842,644 $39.3 Million

Others Institutions Holding JCPB

# of Institutions

397

Shares Held

132M

Call Options Held

Put Options Held

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About J P MORGAN EXCHANGE-TRADED FD

Ticker JCPB
Sector ETFs
Industry ETFs

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Bogart Wealth, LLC J P Morgan Exchange Traded Fd Transaction History