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

Jfs Wealth Advisors, LLC

$1.47 Billion
Q1 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 26,104 shares of JCPB stock, worth $1.21 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

26,104

Previous 22,036 18.46%

Holding current value

$1.21 Million

Previous $1.02 Million 20.89%

% of portfolio

0.08%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

369

Shares Held

115M

Call Options Held

Put Options Held

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About J P MORGAN EXCHANGE-TRADED FD

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