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

Capital Advisors Wealth Management, LLC

  • $556 Million
  • Q4 2024

A detailed history of Capital Advisors Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 35,867 shares of JCPB stock, worth $1.67 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
35,867
Previous 38,788 7.53%
Holding current value
$1.67 Million
Previous $1.87 Million 11.7%
% of portfolio
0.3%
Previous 0.35%

Shares

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

Jan 14, 2025
SELL
$46.07 - $48.17 $134,570 - $140,704
-2,921 Reduced 7.53%
35,867 $1.65 Million
Q3 2024

Oct 15, 2024
BUY
$45.87 - $48.53 $136,142 - $144,037
2,968 Added 8.29%
38,788 $1.87 Million
Q2 2024

Jul 16, 2024
SELL
$45.27 - $46.67 $379,996 - $391,747
-8,394 Reduced 18.98%
35,820 $1.66 Million
Q1 2024

Apr 12, 2024
SELL
$46.0 - $47.18 $169,464 - $173,811
-3,684 Reduced 7.69%
44,214 $2.06 Million
Q4 2023

Jan 08, 2024
BUY
$43.49 - $47.47 $70,062 - $76,474
1,611 Added 3.48%
47,898 $2.26 Million
Q3 2023

Oct 10, 2023
BUY
$44.57 - $46.79 $44,792 - $47,023
1,005 Added 2.22%
46,287 $2.07 Million
Q2 2023

Jul 11, 2023
BUY
$46.41 - $47.75 $272,101 - $279,958
5,863 Added 14.87%
45,282 $2.11 Million
Q1 2023

Apr 14, 2023
BUY
$45.84 - $47.89 $869,951 - $908,856
18,978 Added 92.84%
39,419 $1.87 Million
Q4 2022

Feb 09, 2023
BUY
$44.67 - $47.29 $270,030 - $285,868
6,045 Added 41.99%
20,441 $938,000
Q3 2022

Nov 14, 2022
BUY
$45.58 - $49.27 $428,679 - $463,384
9,405 Added 188.44%
14,396 $660,000
Q2 2022

Aug 04, 2022
BUY
$47.05 - $50.89 $234,826 - $253,991
4,991 New
4,991 $240,000

Others Institutions Holding JCPB

# of Institutions
321
Shares Held
83.2M
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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