Milestone Investment Advisors LLC J P Morgan Exchange Traded Fd Transaction History

Milestone Investment Advisors LLC

  • $371 Million
  • Q2 2024

A detailed history of Milestone Investment Advisors LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 305,144 shares of JCPB stock, worth $14.8 Million. This represents 3.81% of its overall portfolio holdings.

Number of Shares
305,144
Previous 246,372 23.85%
Holding current value
$14.8 Million
Previous $11.5 Million 23.01%
% of portfolio
3.81%
Previous 3.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
$45.27 - $46.67 $2.66 Million - $2.74 Million
58,772 Added 23.85%
305,144 $14.1 Million
Q1 2024

May 14, 2024
BUY
$46.0 - $47.18 $1.19 Million - $1.22 Million
25,810 Added 11.7%
246,372 $11.5 Million
Q4 2023

Feb 09, 2024
BUY
$43.49 - $47.47 $7.22 Million - $7.88 Million
166,015 Added 304.35%
220,562 $10.4 Million
Q3 2023

Nov 08, 2023
BUY
$44.57 - $46.79 $1.21 Million - $1.27 Million
27,220 Added 99.61%
54,547 $2.44 Million
Q2 2023

Aug 02, 2023
BUY
$46.41 - $47.75 $1.27 Million - $1.3 Million
27,327 New
27,327 $1.27 Million

Others Institutions Holding JCPB

# of Institutions
263
Shares Held
60.6M
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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