Moss Adams Wealth Advisors LLC J P Morgan Exchange Traded Fd Transaction History

Moss Adams Wealth Advisors LLC

  • $1.1 Trillion
  • Q2 2025

A detailed history of Moss Adams Wealth Advisors LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Moss Adams Wealth Advisors LLC holds 2,032,669 shares of JCPB stock, worth $96.4 Million. This represents 8.69% of its overall portfolio holdings.

Number of Shares
2,032,669
Previous 2,016,597 0.8%
Holding current value
$96.4 Million
Previous $94.9 Billion 0.84%
% of portfolio
8.69%
Previous 9.99%

Shares

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

Jul 17, 2025
BUY
$45.9 - $47.2 $737,704 - $758,598
16,072 Added 0.8%
2,032,669 $95.7 Billion
Q1 2025

Apr 14, 2025
BUY
$45.56 - $47.23 $6.69 Million - $6.93 Million
146,798 Added 7.85%
2,016,597 $94.9 Billion
Q4 2024

Jan 15, 2025
BUY
$46.07 - $48.17 $11.7 Million - $12.2 Million
253,902 Added 15.71%
1,869,799 $86.4 Billion
Q3 2024

Oct 17, 2024
BUY
$45.87 - $48.53 $74.1 Million - $78.4 Million
1,615,897 New
1,615,897 $78 Billion

Others Institutions Holding JCPB

# of Institutions
396
Shares Held
131M
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 Moss Adams Wealth Advisors LLC Portfolio

Follow Moss Adams Wealth 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 Moss Adams Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moss Adams Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email