Summit Wealth Partners, LLC J P Morgan Exchange Traded Fd Transaction History

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 49,682 shares of JCPB stock, worth $2.31 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
49,682
Previous 47,287 5.06%
Holding current value
$2.31 Million
Previous $2.19 Billion 9.4%
% of portfolio
0.46%
Previous 0.45%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
BUY
$45.87 - $48.53 $109,858 - $116,229
2,395 Added 5.06%
49,682 $2.4 Billion
Q2 2024

Sep 11, 2024
BUY
$45.27 - $46.67 $552,429 - $569,514
12,203 Added 34.78%
47,287 $2.19 Billion
Q1 2024

Sep 11, 2024
BUY
$46.0 - $47.18 $287,684 - $295,063
6,254 Added 21.69%
35,084 $1.64 Billion
Q4 2023

Sep 11, 2024
BUY
$43.49 - $47.47 $1.25 Million - $1.37 Million
28,830 New
28,830 $1.36 Billion

Others Institutions Holding JCPB

# of Institutions
297
Shares Held
73.2M
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
Track This Portfolio

Track Summit Wealth Partners, LLC Portfolio

Follow Summit Wealth Partners, 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 Summit Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email