Summit Financial Strategies, Inc. J P Morgan Exchange Traded Fd Transaction History

Summit Financial Strategies, Inc.

  • $1.08 Billion
  • Q3 2025

A detailed history of Summit Financial Strategies, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 2,279,496 shares of JCPB stock, worth $108 Million. This represents 10.07% of its overall portfolio holdings.

Number of Shares
2,279,496
Previous 2,148,587 6.09%
Holding current value
$108 Million
Previous $101 Million 7.2%
% of portfolio
10.07%
Previous 10.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$46.37 - $47.77 $6.07 Million - $6.25 Million
130,909 Added 6.09%
2,279,496 $108 Million
Q2 2025

Jul 17, 2025
BUY
$45.9 - $47.2 $10.2 Million - $10.5 Million
221,607 Added 11.5%
2,148,587 $101 Million
Q1 2025

May 12, 2025
BUY
$45.56 - $47.23 $83.1 Million - $86.2 Million
1,824,189 Added 1774.66%
1,926,980 $90.6 Million
Q4 2024

Jan 22, 2025
BUY
$46.07 - $48.17 $4.74 Million - $4.95 Million
102,791 New
102,791 $4.74 Million

Others Institutions Holding JCPB

# of Institutions
418
Shares Held
148M
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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