Modern Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025

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 1,356,707 shares of JCPB stock, worth $64.3 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares
1,356,707
Previous 812,430 66.99%
Holding current value
$64.3 Million
Previous $38.2 Million 168636.75%
% of portfolio
1.28%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$46.37 - $47.77 $25.2 Million - $26 Million
544,277 Added 66.99%
1,356,707 $64.5 Billion
Q2 2025

Nov 12, 2025
BUY
$45.9 - $47.2 $31,533 - $32,426
687 Added 0.08%
812,430 $38.2 Million
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

# of Institutions
418
Shares Held
148M
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
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern 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 Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email