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

Jfs Wealth Advisors, LLC

  • $1.49 Billion
  • Q3 2024

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 14,123 shares of JCPB stock, worth $651,352. This represents 0.05% of its overall portfolio holdings.

Number of Shares
14,123
Previous 9,070 55.71%
Holding current value
$651,352
Previous $420,000 62.14%
% of portfolio
0.05%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
310
Shares Held
75.2M
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
Track This Portfolio

Track Jfs Wealth Advisors, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email