Sowell Financial Services LLC J P Morgan Exchange Traded Fd Transaction History

Sowell Financial Services LLC

  • $2.56 Billion
  • Q4 2025

A detailed history of Sowell Financial Services LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Sowell Financial Services LLC holds 29,312 shares of JCPB stock, worth $1.39 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
29,312
Previous 14,281 105.25%
Holding current value
$1.39 Million
Previous $679,000 104.42%
% of portfolio
0.05%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
BUY
$47.34 - $48.01 $711,567 - $721,638
15,031 Added 105.25%
29,312 $1.39 Million
Q3 2025

Oct 17, 2025
BUY
$46.37 - $47.77 $423,960 - $436,761
9,143 Added 177.95%
14,281 $679,000
Q2 2025

Jul 11, 2025
BUY
$45.9 - $47.2 $235,834 - $242,513
5,138 New
5,138 $241,000
Q2 2020

Aug 13, 2020
SELL
$54.12 - $55.22 $102,828 - $104,918
-1,900 Closed
0 $0
Q1 2020

May 12, 2020
BUY
$51.97 - $55.31 $98,743 - $105,089
1,900 New
1,900 $103,000

Others Institutions Holding JCPB

# of Institutions
430
Shares Held
157M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN EXCHANGE-TRADED FD

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