Gladstone Institutional Advisory LLC J P Morgan Exchange Traded Fd Transaction History

Gladstone Institutional Advisory LLC

  • $2.07 Billion
  • Q1 2025

A detailed history of Gladstone Institutional Advisory LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Gladstone Institutional Advisory LLC holds 7,153 shares of JCPB stock, worth $339,409. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,153
Previous 7,703 7.14%
Holding current value
$339,409
Previous $354,000 5.08%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$45.56 - $47.23 $25,058 - $25,976
-550 Reduced 7.14%
7,153 $336,000
Q4 2024

Jan 29, 2025
SELL
$46.07 - $48.17 $5,528 - $5,780
-120 Reduced 1.53%
7,703 $354,000
Q3 2024

Oct 28, 2024
BUY
$45.87 - $48.53 $2,752 - $2,911
60 Added 0.77%
7,823 $377,000
Q2 2024

Aug 02, 2024
SELL
$45.27 - $46.67 $34,857 - $35,935
-770 Reduced 9.02%
7,763 $359,000
Q1 2024

May 14, 2024
BUY
$46.0 - $47.18 $117,438 - $120,450
2,553 Added 42.69%
8,533 $398,000
Q4 2023

Feb 09, 2024
BUY
$43.49 - $47.47 $260,070 - $283,870
5,980 New
5,980 $281,000

Others Institutions Holding JCPB

# of Institutions
397
Shares Held
132M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN EXCHANGE-TRADED FD

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