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

Perigon Wealth Management, LLC

  • $3.82 Billion
  • Q1 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 180,081 shares of JCPB stock, worth $8.46 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
180,081
Previous 270,018 33.31%
Holding current value
$8.46 Million
Previous $12.4 Million 31.9%
% of portfolio
0.22%
Previous 0.31%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
356
Shares Held
101M
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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