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 $152 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

$152 Million

Previous $147 Million 3.79%

% of portfolio

10.14%

Previous 9.41%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

356

Shares Held

101M

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 Legacy Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Management, Inc with notifications on news.

Account

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