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

Peterson Wealth Advisors, LLC

  • $480 Million
  • Q3 2024

A detailed history of Peterson Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 361,948 shares of JCPB stock, worth $16.9 Million. This represents 3.64% of its overall portfolio holdings.

Number of Shares
361,948
Previous 342,506 5.68%
Holding current value
$16.9 Million
Previous $15.9 Million 10.03%
% of portfolio
3.64%
Previous 3.57%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$45.87 - $48.53 $891,804 - $943,520
19,442 Added 5.68%
361,948 $17.5 Million
Q2 2024

Jul 18, 2024
BUY
$45.27 - $46.67 $458,132 - $472,300
10,120 Added 3.04%
342,506 $15.9 Million
Q1 2024

Apr 15, 2024
BUY
$46.0 - $47.18 $1.2 Million - $1.23 Million
26,068 Added 8.51%
332,386 $15.5 Million
Q4 2023

Jan 10, 2024
SELL
$43.49 - $47.47 $2.54 Million - $2.77 Million
-58,439 Reduced 16.02%
306,318 $14.4 Million
Q3 2023

Oct 05, 2023
BUY
$44.57 - $46.79 $218,704 - $229,598
4,907 Added 1.36%
364,757 $16.3 Million
Q2 2023

Jul 13, 2023
SELL
$46.41 - $47.75 $1.2 Million - $1.24 Million
-25,874 Reduced 6.71%
359,850 $16.8 Million
Q1 2023

Apr 06, 2023
SELL
$45.84 - $47.89 $58,446 - $61,059
-1,275 Reduced 0.33%
385,724 $18.3 Million
Q4 2022

Jan 20, 2023
SELL
$44.67 - $47.29 $1.71 Million - $1.81 Million
-38,237 Reduced 8.99%
386,999 $0
Q3 2022

Oct 17, 2022
SELL
$45.58 - $49.27 $67,002 - $72,426
-1,470 Reduced 0.34%
425,236 $19.5 Million
Q2 2022

Jul 21, 2022
BUY
$47.05 - $50.89 $20.1 Million - $21.7 Million
426,706 New
426,706 $20.5 Million

Others Institutions Holding JCPB

# of Institutions
297
Shares Held
73.2M
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 Peterson Wealth Advisors, LLC Portfolio

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

News

Stay updated on Peterson Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email