Pds Planning, Inc J P Morgan Exchange Traded Fd Transaction History

Pds Planning, Inc

$1.42 Billion
Q3 2025

A detailed history of Pds Planning, Inc transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Pds Planning, Inc holds 37,742 shares of JCPB stock, worth $1.81 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

37,742

Holding current value

$1.81 Million

% of portfolio

0.13%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 21, 2025	BUY	$46.37 - $47.77 $1.75 Million - $1.8 Million	37,742 New	37,742 $1.79 Million

Others Institutions Holding JCPB

# of Institutions

406

Shares Held

139M

Call Options Held

Put Options Held

Hb Wealth Management, LLC

10.4M
Shares

$499 Million
3.42% of portfolio
Bank Of America Corp Charlotte, NC

8.06M
Shares

$386 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

3.77M
Shares

$181 Million
0.06% of portfolio
Legacy Wealth Management, Inc

3.55M
Shares

$170 Million
9.94% of portfolio
Jpmorgan Chase & CO New York, NY

3.48M
Shares

$166 Million
0.01% of portfolio

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JCPB
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