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

Peterson Wealth Advisors, LLC

  • $485 Million
  • Q1 2025

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 364,232 shares of JCPB stock, worth $17.1 Million. This represents 3.53% of its overall portfolio holdings.

Number of Shares
364,232
Previous 338,195 7.7%
Holding current value
$17.1 Million
Previous $15.6 Million 9.97%
% of portfolio
3.53%
Previous 3.23%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
$45.56 - $47.23 $1.19 Million - $1.23 Million
26,037 Added 7.7%
364,232 $17.1 Million
Q4 2024

Jan 17, 2025
SELL
$46.07 - $48.17 $1.09 Million - $1.14 Million
-23,753 Reduced 6.56%
338,195 $15.6 Million
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
358
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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