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

Summit Financial Strategies, Inc.

  • $914 Million
  • Q1 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 1,926,980 shares of JCPB stock, worth $89.6 Million. This represents 9.91% of its overall portfolio holdings.

Number of Shares
1,926,980
Previous 102,791 1774.66%
Holding current value
$89.6 Million
Previous $4.74 Million 1814.36%
% of portfolio
9.91%
Previous 0.57%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
368
Shares Held
115M
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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