Philip James Wealth Mangement, LLC J P Morgan Exchange Traded Fd Transaction History

Philip James Wealth Mangement, LLC

  • $784 Billion
  • Q2 2025

A detailed history of Philip James Wealth Mangement, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 173,171 shares of JCPB stock, worth $8.22 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares
173,171
Previous 169,656 2.07%
Holding current value
$8.22 Million
Previous $7.98 Billion 2.11%
% of portfolio
1.04%
Previous 0.97%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
BUY
$45.9 - $47.2 $161,338 - $165,908
3,515 Added 2.07%
173,171 $8.15 Billion
Q1 2025

Apr 24, 2025
BUY
$45.56 - $47.23 $795,887 - $825,060
17,469 Added 11.48%
169,656 $7.98 Billion
Q4 2024

Jan 31, 2025
BUY
$46.07 - $48.17 $2.68 Million - $2.8 Million
58,155 Added 61.85%
152,187 $7.01 Billion
Q3 2024

Oct 31, 2024
BUY
$45.87 - $48.53 $121,463 - $128,507
2,648 Added 2.9%
94,032 $4.54 Billion
Q2 2024

Jul 23, 2024
BUY
$45.27 - $46.67 $4.14 Million - $4.26 Million
91,384 New
91,384 $4.23 Billion

Others Institutions Holding JCPB

# of Institutions
397
Shares Held
132M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JCPB Quotes by TradingView
  • Ticker JCPB
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