Kingsview Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History

Kingsview Wealth Management, LLC

  • $4.73 Billion
  • Q1 2025

A detailed history of Kingsview Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 14,370 shares of JCPB stock, worth $662,457. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,370
Previous 22,291 35.53%
Holding current value
$662,457
Previous $1.03 Million 34.21%
% of portfolio
0.01%
Previous 0.02%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
SELL
$45.56 - $47.23 $360,880 - $374,108
-7,921 Reduced 35.53%
14,370 $675,000
Q4 2024

Jan 28, 2025
SELL
$46.07 - $48.17 $407,074 - $425,630
-8,836 Reduced 28.39%
22,291 $1.03 Million
Q3 2024

Nov 12, 2024
BUY
$45.87 - $48.53 $269,990 - $285,647
5,886 Added 23.32%
31,127 $1.5 Million
Q2 2024

Aug 14, 2024
BUY
$45.27 - $46.67 $263,607 - $271,759
5,823 Added 29.99%
25,241 $1.17 Million
Q1 2024

May 09, 2024
BUY
$46.0 - $47.18 $456,734 - $468,450
9,929 Added 104.64%
19,418 $905,000
Q4 2023

Feb 08, 2024
SELL
$43.49 - $47.47 $377,580 - $412,134
-8,682 Reduced 47.78%
9,489 $446,000
Q3 2023

Nov 07, 2023
BUY
$44.57 - $46.79 $809,881 - $850,221
18,171 New
18,171 $811,000
Q3 2022

Nov 14, 2022
SELL
$45.58 - $49.27 $230,953 - $249,651
-5,067 Reduced 28.66%
12,611 $579,000
Q2 2022

Aug 16, 2022
BUY
$47.05 - $50.89 $65,775 - $71,144
1,398 Added 8.59%
17,678 $849,000
Q1 2022

Feb 08, 2024
BUY
$50.64 - $53.99 $261,859 - $279,182
5,171 Added 54.49%
14,660 $748,000
Q4 2021

Feb 17, 2022
SELL
$54.05 - $54.77 $116,423 - $117,974
-2,154 Reduced 11.68%
16,280 $884,000
Q3 2021

Dec 03, 2021
BUY
$54.48 - $55.17 $419,332 - $424,643
7,697 Added 71.69%
18,434 $1 Million
Q2 2021

Aug 17, 2021
BUY
$53.96 - $54.75 $14,191 - $14,399
263 Added 2.51%
10,737 $586,000
Q1 2021

May 24, 2021
BUY
$53.65 - $55.72 $67,545 - $70,151
1,259 Added 13.66%
10,474 $565,000
Q4 2020

Feb 16, 2021
SELL
$55.46 - $56.37 $64,000 - $65,050
-1,154 Reduced 11.13%
9,215 $514,000
Q3 2020

Nov 19, 2020
BUY
$55.08 - $56.45 $270,497 - $277,225
4,911 Added 89.98%
10,369 $578,000
Q2 2020

Aug 14, 2020
BUY
$54.12 - $55.22 $295,386 - $301,390
5,458 New
5,458 $301,000

Others Institutions Holding JCPB

# of Institutions
368
Shares Held
115M
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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