Spire Wealth Management J P Morgan Exchange Traded Fd Transaction History

Spire Wealth Management

$3.02 Billion
Q1 2025

A detailed history of Spire Wealth Management transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Spire Wealth Management holds 475,044 shares of JCPB stock, worth $22.1 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares

475,044

Previous 64 742156.25%

Holding current value

$22.1 Million

Previous $2,000 1117200.0%

% of portfolio

0.74%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$45.56 - $47.23 $21.6 Million - $22.4 Million	474,980 Added 742156.25%	475,044 $22.3 Million
Q4 2024 Jan 24, 2025	BUY	$46.07 - $48.17 $46 - $48	1 Added 1.59%	64 $2,000
Q3 2024 Oct 15, 2024	SELL	$45.87 - $48.53 $91 - $97	-2 Reduced 3.08%	63 $3,000
Q2 2024 Jul 31, 2024	SELL	$45.27 - $46.67 $135 - $140	-3 Reduced 4.41%	65 $3,000
Q1 2024 Apr 24, 2024	SELL	$46.0 - $47.18 $1,242 - $1,273	-27 Reduced 28.42%	68 $3,000
Q4 2023 Feb 06, 2024	SELL	$43.49 - $47.47 $3,435 - $3,750	-79 Reduced 45.4%	95 $4,000
Q3 2023 Nov 08, 2023	SELL	$44.57 - $46.79 $1,738 - $1,824	-39 Reduced 18.31%	174 $7,000
Q2 2023 Aug 09, 2023	BUY	$46.41 - $47.75 $9,885 - $10,170	213 New	213 $9,000

Others Institutions Holding JCPB

# of Institutions

369

Shares Held

115M

Call Options Held

Put Options Held

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About J P MORGAN EXCHANGE-TRADED FD

Ticker JCPB
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Spire Wealth Management J P Morgan Exchange Traded Fd Transaction History