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

Jfs Wealth Advisors, LLC

$1.56 Billion
Q2 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 34,315 shares of JCPB stock, worth $1.63 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

34,315

Previous 26,104 31.45%

Holding current value

$1.63 Million

Previous $1.23 Million 31.54%

% of portfolio

0.1%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	BUY	$45.9 - $47.2 $376,884 - $387,559	8,211 Added 31.45%	34,315 $1.61 Million
Q1 2025 Apr 22, 2025	BUY	$45.56 - $47.23 $185,338 - $192,131	4,068 Added 18.46%	26,104 $1.23 Million
Q4 2024 Jan 30, 2025	BUY	$46.07 - $48.17 $364,551 - $381,169	7,913 Added 56.03%	22,036 $1.02 Million
Q3 2024 Oct 25, 2024	BUY	$45.87 - $48.53 $231,781 - $245,222	5,053 Added 55.71%	14,123 $681,000
Q2 2024 Jul 15, 2024	BUY	$45.27 - $46.67 $24,219 - $24,968	535 Added 6.27%	9,070 $420,000
Q1 2024 Apr 30, 2024	BUY	$46.0 - $47.18 $80,592 - $82,659	1,752 Added 25.83%	8,535 $398,000
Q4 2023 Feb 07, 2024	BUY	$43.49 - $47.47 $285,120 - $311,213	6,556 Added 2888.11%	6,783 $319,000
Q3 2023 Nov 02, 2023	BUY	$44.57 - $46.79 $10,117 - $10,621	227 New	227 $10,000

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 Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.

Account

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