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

Jfs Wealth Advisors, LLC

  • $1.46 Billion
  • Q4 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 22,036 shares of JCPB stock, worth $1.03 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
22,036
Previous 14,123 56.03%
Holding current value
$1.03 Million
Previous $681,000 49.05%
% of portfolio
0.07%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
335
Shares Held
91.1M
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
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