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

Kingsview Wealth Management, LLC

$4.71 Billion
Q4 2024

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 22,291 shares of JCPB stock, worth $1.03 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

22,291

Previous 31,127 28.39%

Holding current value

$1.03 Million

Previous $1.5 Million 31.65%

% of portfolio

0.02%

Previous 0.03%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

327

Shares Held

85.1M

Call Options Held

Put Options Held

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About J P MORGAN EXCHANGE-TRADED FD

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