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

Landmark Wealth Management, LLC

$216 Million
Q1 2024

A detailed history of Landmark Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Landmark Wealth Management, LLC holds 148,189 shares of JCPB stock, worth $6.89 Million. This represents 3.2% of its overall portfolio holdings.

Number of Shares

148,189

Previous 141,143 4.99%

Holding current value

$6.89 Million

Previous $6.65 Million 4.0%

% of portfolio

3.2%

Previous 3.27%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 24, 2024	BUY	$46.0 - $47.18 $324,116 - $332,430	7,046 Added 4.99%	148,189 $6.91 Million
Q4 2023 Jan 22, 2024	BUY	$43.49 - $47.47 $227,235 - $248,030	5,225 Added 3.84%	141,143 $6.65 Million
Q3 2023 Oct 13, 2023	BUY	$44.57 - $46.79 $167,939 - $176,304	3,768 Added 2.85%	135,918 $6.07 Million
Q2 2023 Jul 14, 2023	BUY	$46.41 - $47.75 $90,685 - $93,303	1,954 Added 1.5%	132,150 $6.16 Million
Q1 2023 Apr 17, 2023	BUY	$45.84 - $47.89 $1.12 Million - $1.17 Million	24,351 Added 23.01%	130,196 $6.17 Million

Q4 2022 Jan 20, 2023	BUY	$44.81 - $47.29 $40,373 - $42,608	901 Added 0.86%	105,845 $4.86 Million
Q3 2022 Oct 24, 2022	SELL	$46.45 - $49.27 $2.01 Million - $2.14 Million	-43,345 Reduced 29.23%	104,944 $4.82 Million
Q2 2022 Jul 21, 2022	SELL	$47.05 - $50.89 $1.29 Million - $1.39 Million	-27,400 Reduced 15.6%	148,289 $7.12 Million
Q1 2022 Apr 26, 2022	BUY	$50.64 - $53.99 $654,775 - $698,090	12,930 Added 7.94%	175,689 $8.97 Million
Q4 2021 Jan 27, 2022	BUY	$54.05 - $54.77 $8.8 Million - $8.91 Million	162,759 New	162,759 $9,000

Others Institutions Holding JCPB

# of Institutions

236

Shares Held

54M

Call Options Held

Put Options Held

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About J P MORGAN EXCHANGE-TRADED FD

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