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 $332,757. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,153
Previous 7,703 7.14%
Holding current value
$332,757
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
369
Shares Held
115M
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
Track This Portfolio

Track Gladstone Institutional Advisory LLC Portfolio

Follow Gladstone Institutional Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gladstone Institutional Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gladstone Institutional Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email