Milestone Investment Advisors LLC Jp Morgan Exch Traded Fd Tr Sh Transaction History

Milestone Investment Advisors LLC

  • $349 Million
  • Q1 2025

A detailed history of Milestone Investment Advisors LLC transactions in Jp Morgan Exch Traded Fd Tr Sh stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 92,681 shares of JSCP stock, worth $4.38 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares
92,681
Previous 99,881 7.21%
Holding current value
$4.38 Million
Previous $4.66 Million 6.06%
% of portfolio
1.25%
Previous 1.29%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
SELL
$46.45 - $47.26 $334,440 - $340,272
-7,200 Reduced 7.21%
92,681 $4.38 Million
Q4 2024

Feb 12, 2025
BUY
$46.63 - $47.41 $356,719 - $362,686
7,650 Added 8.29%
99,881 $4.66 Million
Q3 2024

Oct 30, 2024
SELL
$46.16 - $47.63 $206,519 - $213,096
-4,474 Reduced 4.63%
92,231 $4.38 Million
Q2 2024

Aug 13, 2024
BUY
$45.82 - $46.47 $1.36 Million - $1.38 Million
29,667 Added 44.25%
96,705 $4.49 Million
Q1 2024

May 14, 2024
BUY
$46.15 - $46.75 $1.7 Million - $1.72 Million
36,891 Added 122.37%
67,038 $3.12 Million
Q4 2023

Feb 09, 2024
BUY
$44.84 - $46.72 $384,144 - $400,250
8,567 Added 39.7%
30,147 $1.4 Million
Q3 2023

Nov 08, 2023
BUY
$45.25 - $46.0 $3,303 - $3,358
73 Added 0.34%
21,580 $978,000
Q2 2023

Aug 02, 2023
BUY
$45.77 - $46.46 $984,375 - $999,215
21,507 New
21,507 $985,000

Others Institutions Holding JSCP

# of Institutions
84
Shares Held
9.69M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN EXCH-TRADED FD TR SH

JSCP Quotes by TradingView
  • Ticker JSCP
  • Sector ETFs
  • Industry ETFs
More about JSCP
Track This Portfolio

Track Milestone Investment Advisors LLC Portfolio

Follow Milestone Investment Advisors 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 Milestone Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Milestone Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email