A detailed history of Lodestone Wealth Management LLC transactions in Jp Morgan Exch Traded Fd Tr Sh stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 21,800 shares of JSCP stock, worth $1.01 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
21,800
Previous 21,563 1.1%
Holding current value
$1.01 Million
Previous $1 Billion 1.06%
% of portfolio
0.53%
Previous 0.58%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024

BUY
$46.15 - $46.75 $10,937 - $11,079
237 Added 1.1%
21,800 $1.01 Billion
Q4 2023

Jan 24, 2024

SELL
$44.84 - $46.72 $8,519 - $8,876
-190 Reduced 0.87%
21,563 $1 Billion
Q3 2023

Oct 20, 2023

BUY
$45.25 - $46.0 $9,864 - $10,028
218 Added 1.01%
21,753 $987 Million
Q2 2023

Jul 25, 2023

SELL
$45.77 - $46.46 $58,036 - $58,911
-1,268 Reduced 5.56%
21,535 $986 Million
Q1 2023

May 15, 2023

SELL
$45.52 - $46.65 $177,801 - $182,214
-3,906 Reduced 14.62%
22,803 $1.06 Billion
Q4 2022

Feb 09, 2023

BUY
$44.96 - $46.09 $1.2 Million - $1.23 Million
26,709 New
26,709 $1.22 Billion

Others Institutions Holding JSCP

About JP MORGAN EXCH-TRADED FD TR SH


  • Ticker JSCP
  • Sector ETFs
  • Industry ETFs
More about JSCP
Track This Portfolio

Track Lodestone Wealth Management LLC Portfolio

Follow Lodestone Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Lodestone Wealth Management LLC with notifications on news.