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

Perigon Wealth Management, LLC

$5.25 Billion
Q4 2025

A detailed history of Perigon Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 204,407 shares of JCPB stock, worth $9.68 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

204,407

Previous 195,636 4.48%

Holding current value

$9.68 Million

Previous $9.3 Million 4.11%

% of portfolio

0.18%

Previous 0.2%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 16, 2026	BUY	$47.34 - $48.01 $415,219 - $421,095	8,771 Added 4.48%	204,407 $9.68 Million
Q3 2025 Oct 17, 2025	BUY	$46.37 - $47.77 $779,804 - $803,348	16,817 Added 9.4%	195,636 $9.3 Million
Q2 2025 Jul 15, 2025	SELL	$45.9 - $47.2 $57,925 - $59,566	-1,262 Reduced 0.7%	178,819 $8.42 Million
Q1 2025 Apr 23, 2025	SELL	$45.56 - $47.23 $4.1 Million - $4.25 Million	-89,937 Reduced 33.31%	180,081 $8.47 Million
Q4 2024 Jan 22, 2025	BUY	$46.07 - $48.17 $4 Million - $4.19 Million	86,883 Added 47.44%	270,018 $12.4 Million

Q3 2024 Oct 16, 2024	BUY	$45.87 - $48.53 $8.4 Million - $8.89 Million	183,135 New	183,135 $8.83 Million

Others Institutions Holding JCPB

# of Institutions

430

Shares Held

157M

Call Options Held

Put Options Held

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JCPB
Sector ETFs
Industry ETFs

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