A detailed history of Gradient Capital Advisors, LLC transactions in Jp Morgan Exchange Traded Fd T stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 5,114 shares of JCPI stock, worth $238,874. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,114
Previous 5,100 0.27%
Holding current value
$238,874
Previous $237,000 0.84%
% of portfolio
0.09%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024

BUY
$46.08 - $46.86 $645 - $656
14 Added 0.27%
5,114 $239,000
Q4 2023

Jan 31, 2024

SELL
$44.61 - $46.7 $55,361 - $57,954
-1,241 Reduced 19.57%
5,100 $237,000
Q3 2023

Oct 24, 2023

BUY
$45.12 - $46.3 $857 - $879
19 Added 0.3%
6,341 $286,000
Q2 2023

Jul 18, 2023

BUY
$46.09 - $47.6 $79,090 - $81,681
1,716 Added 37.26%
6,322 $291,000
Q1 2023

Apr 17, 2023

BUY
$45.88 - $47.49 $211,323 - $218,738
4,606 New
4,606 $218,000

Others Institutions Holding JCPI

About JP MORGAN EXCHANGE-TRADED FD T


  • Ticker JCPI
  • Sector ETFs
  • Industry ETFs
More about JCPI
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