Legacy Wealth Management, Inc J P Morgan Exchange Traded Fd Transaction History

Legacy Wealth Management, Inc

$1.5 Billion
Q1 2025

A detailed history of Legacy Wealth Management, Inc transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Legacy Wealth Management, Inc holds 3,233,844 shares of JCPB stock, worth $150 Million. This represents 10.14% of its overall portfolio holdings.

Number of Shares

3,233,844

Previous 3,181,469 1.65%

Holding current value

$150 Million

Previous $147 Million 3.79%

% of portfolio

10.14%

Previous 9.41%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 24, 2025	BUY	$45.56 - $47.23 $2.39 Million - $2.47 Million	52,375 Added 1.65%	3,233,844 $152 Million
Q4 2024 Jan 21, 2025	BUY	$46.07 - $48.17 $7.48 Million - $7.82 Million	162,386 Added 5.38%	3,181,469 $147 Million
Q3 2024 Oct 24, 2024	BUY	$45.87 - $48.53 $16.3 Million - $17.3 Million	355,683 Added 13.35%	3,019,083 $146 Million
Q2 2024 Jul 12, 2024	BUY	$45.27 - $46.67 $7.79 Million - $8.04 Million	172,168 Added 6.91%	2,663,400 $123 Million
Q1 2024 Apr 12, 2024	BUY	$46.0 - $47.18 $8.06 Million - $8.26 Million	175,127 Added 7.56%	2,491,232 $116 Million
Q4 2023 Jan 23, 2024	BUY	$43.49 - $47.47 $2.93 Million - $3.2 Million	67,479 Added 3.0%	2,316,105 $109 Million
Q3 2023 Oct 24, 2023	BUY	$44.57 - $46.79 $4.99 Million - $5.24 Million	111,920 Added 5.24%	2,248,626 $100 Million
Q2 2023 Jul 17, 2023	BUY	$46.41 - $47.75 $5.68 Million - $5.84 Million	122,347 Added 6.07%	2,136,706 $99.5 Million
Q1 2023 Apr 11, 2023	BUY	$45.84 - $47.89 $59.4 Million - $62.1 Million	1,295,770 Added 180.32%	2,014,359 $95.5 Million
Q4 2022 Jan 17, 2023	BUY	$44.67 - $47.29 $15.5 Million - $16.4 Million	346,227 Added 92.98%	718,589 $0
Q3 2022 Oct 12, 2022	BUY	$45.58 - $49.27 $12.4 Million - $13.4 Million	271,126 Added 267.82%	372,362 $17.1 Million
Q2 2022 Jul 22, 2022	BUY	$47.05 - $50.89 $4.76 Million - $5.15 Million	101,236 New	101,236 $4.86 Million

Others Institutions Holding JCPB

# of Institutions

368

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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Legacy Wealth Management, Inc J P Morgan Exchange Traded Fd Transaction History