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

Legacy Wealth Management, Inc

  • $1.54 Billion
  • Q3 2024

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 3,019,083 shares of JCPB stock, worth $139 Million. This represents 9.44% of its overall portfolio holdings.

Number of Shares
3,019,083
Previous 2,663,400 13.35%
Holding current value
$139 Million
Previous $123 Million 18.03%
% of portfolio
9.44%
Previous 8.93%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
310
Shares Held
75.2M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JCPB Quotes by TradingView
  • Ticker JCPB
  • Sector ETFs
  • Industry ETFs
More about JCPB
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