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

Capital Advisors Wealth Management, LLC

$560 Million
Q1 2025

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 51,469 shares of JCPB stock, worth $2.39 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

51,469

Previous 35,867 43.5%

Holding current value

$2.39 Million

Previous $1.65 Million 46.55%

% of portfolio

0.43%

Previous 0.3%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	BUY	$45.56 - $47.23 $710,827 - $736,882	15,602 Added 43.5%	51,469 $2.42 Million
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

369

Shares Held

115M

Call Options Held

Put Options Held

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About J P MORGAN EXCHANGE-TRADED FD

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