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

Summit Wealth Partners, LLC

  • $487 Billion
  • Q4 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 56,532 shares of JCPB stock, worth $2.62 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
56,532
Previous 49,682 13.79%
Holding current value
$2.62 Million
Previous $2.4 Billion 8.67%
% of portfolio
0.53%
Previous 0.46%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
327
Shares Held
85.1M
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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