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

Summit Wealth Partners, LLC

$524 Billion
Q2 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 76,978 shares of JCPB stock, worth $3.65 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

76,978

Previous 61,025 26.14%

Holding current value

$3.65 Million

Previous $2.87 Billion 26.2%

% of portfolio

0.69%

Previous 0.58%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

396

Shares Held

131M

Call Options Held

Put Options Held

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About J P MORGAN EXCHANGE-TRADED FD

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