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

Guardian Wealth Advisors, LLC

  • $838 Million
  • Q3 2024

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 350,992 shares of JCPB stock, worth $16.3 Million. This represents 2.02% of its overall portfolio holdings.

Number of Shares
350,992
Previous 336,722 4.24%
Holding current value
$16.3 Million
Previous $15.6 Million 8.53%
% of portfolio
2.02%
Previous 2.07%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
300
Shares Held
73.5M
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
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