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

Guardian Wealth Advisors, LLC

$1.33 Billion
Q2 2025

A detailed history of Guardian Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 509,890 shares of JCPB stock, worth $24.2 Million. This represents 1.81% of its overall portfolio holdings.

Number of Shares

509,890

Previous 470,189 8.44%

Holding current value

$24.2 Million

Previous $22.1 Million 8.49%

% of portfolio

1.81%

Previous 1.91%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$45.9 - $47.2 $1.82 Million - $1.87 Million	39,701 Added 8.44%	509,890 $24 Million
Q1 2025 May 15, 2025	BUY	$45.56 - $47.23 $986,601 - $1.02 Million	21,655 Added 4.83%	470,189 $22.1 Million
Q4 2024 Feb 14, 2025	BUY	$46.07 - $48.17 $4.49 Million - $4.7 Million	97,542 Added 27.79%	448,534 $20.7 Million
Q3 2024 Nov 14, 2024	BUY	$45.87 - $48.53 $654,564 - $692,523	14,270 Added 4.24%	350,992 $16.9 Million
Q2 2024 Aug 14, 2024	BUY	$45.27 - $46.67 $1.21 Million - $1.24 Million	26,643 Added 8.59%	336,722 $15.6 Million
Q1 2024 May 15, 2024	SELL	$46.0 - $47.18 $594,412 - $609,659	-12,922 Reduced 4.0%	310,079 $14.5 Million
Q4 2023 Feb 14, 2024	SELL	$43.49 - $47.47 $673,442 - $735,072	-15,485 Reduced 4.57%	323,001 $15.2 Million
Q3 2023 Nov 14, 2023	BUY	$44.57 - $46.79 $14.4 Million - $15.1 Million	322,836 Added 2062.85%	338,486 $15.1 Million
Q2 2023 Aug 14, 2023	SELL	$46.41 - $47.75 $271,405 - $279,242	-5,848 Reduced 27.2%	15,650 $728,000
Q1 2023 May 15, 2023	SELL	$45.84 - $47.89 $65,046 - $67,955	-1,419 Reduced 6.19%	21,498 $1.02 Million
Q4 2022 Feb 14, 2023	SELL	$44.67 - $47.29 $174,793 - $185,045	-3,913 Reduced 14.58%	22,917 $1.05 Million
Q3 2022 Nov 14, 2022	BUY	$45.58 - $49.27 $167,871 - $181,461	3,683 Added 15.91%	26,830 $1.23 Million
Q2 2022 Aug 15, 2022	BUY	$47.05 - $50.89 $1.09 Million - $1.18 Million	23,147 New	23,147 $1.11 Million

Others Institutions Holding JCPB

# of Institutions

397

Shares Held

131M

Call Options Held

Put Options Held

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About J P MORGAN EXCHANGE-TRADED FD

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