Ica Group Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History

Ica Group Wealth Management, LLC

$164 Million
Q2 2024

A detailed history of Ica Group Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 147,446 shares of JCPB stock, worth $7 Million. This represents 4.17% of its overall portfolio holdings.

Number of Shares

147,446

Previous 133,089 10.79%

Holding current value

$7 Million

Previous $6.21 Million 10.04%

% of portfolio

4.17%

Previous 1.26%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 08, 2024	BUY	$45.27 - $46.67 $649,941 - $670,041	14,357 Added 10.79%	147,446 $6.83 Million
Q1 2024 May 14, 2024	BUY	$46.0 - $47.18 $841,662 - $863,252	18,297 Added 15.94%	133,089 $6.21 Million
Q4 2023 Mar 07, 2024	BUY	$43.49 - $47.47 $928,294 - $1.01 Million	21,345 Added 22.84%	114,792 $5.4 Million
Q3 2023 Nov 13, 2023	BUY	$44.57 - $46.79 $599,154 - $628,997	13,443 Added 16.8%	93,447 $4.17 Million
Q2 2023 Aug 11, 2023	BUY	$46.41 - $47.75 $734,670 - $755,882	15,830 Added 24.67%	80,004 $3.73 Million
Q1 2023 May 12, 2023	BUY	$45.84 - $47.89 $128,993 - $134,762	2,814 Added 4.59%	64,174 $3.04 Million
Q4 2022 Feb 14, 2023	BUY	$44.67 - $47.29 $1.33 Million - $1.41 Million	29,795 Added 94.39%	61,360 $2.82 Million
Q3 2022 Nov 10, 2022	BUY	$45.58 - $49.27 $1.06 Million - $1.15 Million	23,300 Added 281.91%	31,565 $1.45 Million
Q2 2022 Oct 03, 2022	BUY	$47.05 - $50.89 $388,868 - $420,605	8,265 New	8,265 $400,000

Others Institutions Holding JCPB

# of Institutions

397

Shares Held

132M

Call Options Held

Put Options Held

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JCPB
Sector ETFs
Industry ETFs

More about JCPB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ica Group Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ica Group Wealth Management, LLC with notifications on news.

Account

Ica Group Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History