Ima Wealth, Inc. J P Morgan Exchange Traded Fd Transaction History

Ima Wealth, Inc.

$914 Million
Q2 2025

A detailed history of Ima Wealth, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Ima Wealth, Inc. holds 497,940 shares of JCPB stock, worth $23.6 Million. This represents 2.56% of its overall portfolio holdings.

Number of Shares

497,940

Previous 476,496 4.5%

Holding current value

$23.6 Million

Previous $22.4 Million 4.55%

% of portfolio

2.56%

Previous 2.67%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	$45.9 - $47.2 $984,279 - $1.01 Million	21,444 Added 4.5%	497,940 $23.4 Million
Q1 2025 May 06, 2025	BUY	$45.56 - $47.23 $9.81 Million - $10.2 Million	215,251 Added 82.39%	476,496 $22.4 Million
Q4 2024 Feb 14, 2025	BUY	$46.07 - $48.17 $1.2 Million - $1.26 Million	26,120 Added 11.11%	261,245 $12 Million
Q3 2024 Nov 14, 2024	BUY	$45.87 - $48.53 $1.47 Million - $1.56 Million	32,075 Added 15.8%	235,125 $11.3 Million
Q2 2024 Jul 25, 2024	BUY	$45.27 - $46.67 $387,330 - $399,308	8,556 Added 4.4%	203,050 $9.41 Million
Q1 2024 Apr 24, 2024	BUY	$46.0 - $47.18 $478,584 - $490,860	10,404 Added 5.65%	194,494 $9.07 Million
Q4 2023 Feb 05, 2024	BUY	$43.49 - $47.47 $264,419 - $288,617	6,080 Added 3.42%	184,090 $8.67 Million
Q3 2023 Nov 28, 2023	BUY	$44.57 - $46.79 $201,679 - $211,724	4,525 Added 2.61%	178,010 $7.95 Million
Q2 2023 Aug 15, 2023	BUY	$46.41 - $47.75 $8.05 Million - $8.28 Million	173,485 New	173,485 $8.08 Million

Others Institutions Holding JCPB

# of Institutions

397

Shares Held

131M

Call Options Held

Put Options Held

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JCPB
Sector ETFs
Industry ETFs

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