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

Summit Wealth Partners, LLC

$554 Billion
Q3 2025

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 80,556 shares of JCPB stock, worth $3.82 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

80,556

Previous 76,978 4.65%

Holding current value

$3.82 Million

Previous $3.62 Billion 5.74%

% of portfolio

0.69%

Previous 0.69%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$46.37 - $47.77 $165,911 - $170,921	3,578 Added 4.65%	80,556 $3.83 Billion
Q2 2025 Aug 11, 2025	BUY	$45.9 - $47.2 $732,242 - $752,981	15,953 Added 26.14%	76,978 $3.62 Billion
Q1 2025 May 06, 2025	BUY	$45.56 - $47.23 $204,701 - $212,204	4,493 Added 7.95%	61,025 $2.87 Billion
Q4 2024 Jan 27, 2025	BUY	$46.07 - $48.17 $315,579 - $329,964	6,850 Added 13.79%	56,532 $2.6 Billion
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

419

Shares Held

148M

Call Options Held

Put Options Held

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JCPB
Sector ETFs
Industry ETFs

More about JCPB

Track This Portfolio

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.

Account

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