Lodestone Wealth Management LLC Jp Morgan Exch Traded Fd Tr Sh Transaction History

Lodestone Wealth Management LLC

$188 Billion
Q1 2025

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 13,261 shares of JSCP stock, worth $627,112. This represents 0.33% of its overall portfolio holdings.

Number of Shares

13,261

Previous 21,936 39.55%

Holding current value

$627,112

Previous $1.02 Billion 38.8%

% of portfolio

0.33%

Previous 0.51%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	SELL	$46.45 - $47.26 $402,953 - $409,980	-8,675 Reduced 39.55%	13,261 $626 Million
Q4 2024 Jan 30, 2025	SELL	$46.63 - $47.41 $18,512 - $18,821	-397 Reduced 1.78%	21,936 $1.02 Billion
Q3 2024 Oct 29, 2024	BUY	$46.16 - $47.63 $12,786 - $13,193	277 Added 1.26%	22,333 $1.06 Billion
Q2 2024 Jul 16, 2024	BUY	$45.82 - $46.47 $11,729 - $11,896	256 Added 1.17%	22,056 $1.02 Billion
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	$44.87 - $46.09 $1.2 Million - $1.23 Million	26,709 New	26,709 $1.22 Billion

Others Institutions Holding JSCP

# of Institutions

Shares Held

10.2M

Call Options Held

Put Options Held

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About JP MORGAN EXCH-TRADED FD TR SH

Ticker JSCP
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Lodestone Wealth Management LLC Jp Morgan Exch Traded Fd Tr Sh Transaction History