A detailed history of Hotaling Investment Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Hotaling Investment Management, LLC holds 42,458 shares of JCPB stock, worth $1.96 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
42,458
Previous 59,662 28.84%
Holding current value
$1.96 Million
Previous $2.74 Million 28.75%
% of portfolio
0.88%
Previous 1.31%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 14, 2023

SELL
$44.81 - $47.29 $770,911 - $813,577
-17,204 Reduced 28.84%
42,458 $1.95 Million
Q3 2022

Nov 14, 2022

BUY
$46.45 - $49.27 $7,432 - $7,883
160 Added 0.27%
59,662 $2.74 Million
Q2 2022

Aug 15, 2022

BUY
$47.05 - $50.89 $76,456 - $82,696
1,625 Added 2.81%
59,502 $2.86 Million
Q1 2022

Apr 22, 2022

BUY
$50.64 - $53.99 $213,852 - $227,999
4,223 Added 7.87%
57,877 $2.96 Million
Q4 2021

Jan 24, 2022

BUY
$54.05 - $54.77 $53,077 - $53,784
982 Added 1.86%
53,654 $2.91 Million
Q3 2021

Oct 21, 2021

SELL
$54.48 - $55.17 $67,010 - $67,859
-1,230 Reduced 2.28%
52,672 $2.87 Million
Q2 2021

Aug 04, 2021

SELL
$53.96 - $54.75 $41,603 - $42,212
-771 Reduced 1.41%
53,902 $2.95 Million
Q1 2021

May 11, 2021

BUY
$53.65 - $55.72 $142,709 - $148,215
2,660 Added 5.11%
54,673 $2.95 Million
Q4 2020

Jan 22, 2021

BUY
$55.46 - $56.37 $2.88 Million - $2.93 Million
52,013 New
52,013 $2.9 Million

Others Institutions Holding JCPB

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JCPB
  • Sector ETFs
  • Industry ETFs
More about JCPB
Track This Portfolio

Track Hotaling Investment Management, LLC Portfolio

Follow Hotaling Investment Management, 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 Hotaling Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hotaling Investment Management, LLC with notifications on news.