Palo Alto Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Palo Alto Wealth Advisors, LLC

  • $343 Billion
  • Q3 2025

A detailed history of Palo Alto Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Palo Alto Wealth Advisors, LLC holds 7,867 shares of JCPB stock, worth $372,738. This represents 0.11% of its overall portfolio holdings.

Number of Shares
7,867
Previous 15,163 48.12%
Holding current value
$372,738
Previous $714 Million 47.52%
% of portfolio
0.11%
Previous 0.27%

Shares

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

Nov 12, 2025
SELL
$46.37 - $47.77 $338,315 - $348,529
-7,296 Reduced 48.12%
7,867 $374 Million
Q2 2025

Aug 14, 2025
SELL
$45.9 - $47.2 $57,742 - $59,377
-1,258 Reduced 7.66%
15,163 $714 Million
Q1 2025

May 15, 2025
SELL
$45.56 - $47.23 $20,046 - $20,781
-440 Reduced 2.61%
16,421 $758 Million
Q4 2024

Feb 14, 2025
BUY
$46.07 - $48.17 $250,759 - $262,189
5,443 Added 47.67%
16,861 $780 Million
Q3 2024

Nov 06, 2024
BUY
$45.87 - $48.53 $138,986 - $147,045
3,030 Added 36.12%
11,418 $537 Million
Q2 2024

Aug 13, 2024
SELL
$45.27 - $46.67 $121,504 - $125,262
-2,684 Reduced 24.24%
8,388 $389 Million
Q1 2024

Apr 30, 2024
BUY
$46.0 - $47.18 $65,642 - $67,325
1,427 Added 14.8%
11,072 $516 Million
Q4 2023

Feb 05, 2024
BUY
$43.49 - $47.47 $141,559 - $154,514
3,255 Added 50.94%
9,645 $456 Million
Q3 2023

Oct 30, 2023
BUY
$44.57 - $46.79 $89,140 - $93,580
2,000 Added 45.56%
6,390 $285 Million
Q2 2023

Aug 07, 2023
BUY
$46.41 - $47.75 $203,739 - $209,622
4,390 New
4,390 $204 Million

Others Institutions Holding JCPB

# of Institutions
419
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
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