A detailed history of Modern Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Modern Wealth Management, LLC holds 811,743 shares of JCPB stock, worth $38.5 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
811,743
Previous 192,483 321.72%
Holding current value
$38.5 Million
Previous $9.05 Million 321.91%
% of portfolio
1.01%
Previous 0.3%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025

BUY
$45.9 - $47.2 $28.4 Million - $29.2 Million
619,260 Added 321.72%
811,743 $38.2 Million
Q1 2025

May 15, 2025

BUY
$45.56 - $47.23 $1.34 Million - $1.39 Million
29,414 Added 18.04%
192,483 $9.05 Billion
Q4 2024

Feb 11, 2025

BUY
$46.07 - $48.17 $7.51 Million - $7.86 Million
163,069 New
163,069 $7.56 Billion

Others Institutions Holding JCPB

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JCPB
  • Sector ETFs
  • Industry ETFs
More about JCPB
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