Roberts Wealth Advisors, LLC Jp Morgan Exch Traded Fd Tr Sh Transaction History

Roberts Wealth Advisors, LLC

  • $325 Million
  • Q2 2025

A detailed history of Roberts Wealth Advisors, LLC transactions in Jp Morgan Exch Traded Fd Tr Sh stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 266,880 shares of JSCP stock, worth $12.6 Million. This represents 3.9% of its overall portfolio holdings.

Number of Shares
266,880
Previous 130,957 103.79%
Holding current value
$12.6 Million
Previous $6.18 Million 104.79%
% of portfolio
3.9%
Previous 2.07%

Shares

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

Jul 22, 2025
BUY
$46.46 - $47.44 $6.31 Million - $6.45 Million
135,923 Added 103.79%
266,880 $12.7 Million
Q1 2025

Apr 21, 2025
BUY
$46.45 - $47.26 $6.08 Million - $6.19 Million
130,957 New
130,957 $6.18 Million

Others Institutions Holding JSCP

# of Institutions
93
Shares Held
9.07M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN EXCH-TRADED FD TR SH

JSCP Quotes by TradingView
  • Ticker JSCP
  • Sector ETFs
  • Industry ETFs
More about JSCP
Track This Portfolio

Track Roberts Wealth Advisors, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email