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

Landmark Wealth Management, LLC

$216 Million
Q3 2025

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 168,936 shares of JCPB stock, worth $8 Million. This represents 3.73% of its overall portfolio holdings.

Number of Shares

168,936

Previous 161,222 4.78%

Holding current value

$8 Million

Previous $7.59 Million 5.87%

% of portfolio

3.73%

Previous 3.23%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$46.37 - $47.77 $357,698 - $368,497	7,714 Added 4.78%	168,936 $8.03 Million
Q2 2025 Jul 25, 2025	SELL	$45.9 - $47.2 $127,602 - $131,216	-2,780 Reduced 1.7%	161,222 $7.59 Million
Q1 2025 May 02, 2025	SELL	$45.56 - $47.23 $142,238 - $147,452	-3,122 Reduced 1.87%	164,002 $7.72 Million
Q4 2024 Jan 22, 2025	BUY	$46.07 - $48.17 $316,040 - $330,446	6,860 Added 4.28%	167,124 $7.7 Million
Q3 2024 Oct 30, 2024	BUY	$45.87 - $48.53 $154,765 - $163,740	3,374 Added 2.15%	160,264 $7.73 Million

Q2 2024 Jul 25, 2024	BUY	$45.27 - $46.67 $393,894 - $406,075	8,701 Added 5.87%	156,890 $7.27 Million
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	$44.67 - $47.29 $40,247 - $42,608	901 Added 0.86%	105,845 $4.86 Million
Q3 2022 Oct 24, 2022	SELL	$45.58 - $49.27 $1.98 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

418

Shares Held

148M

Call Options Held

Put Options Held

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JCPB
Sector ETFs
Industry ETFs

More about JCPB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Landmark Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Landmark Wealth Management, LLC with notifications on news.

Account

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