Trademark Financial Management, LLC J P Morgan Exchange Traded Fd Transaction History

Trademark Financial Management, LLC

$164 Billion
Q2 2025

A detailed history of Trademark Financial Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Trademark Financial Management, LLC holds 157,681 shares of JCPB stock, worth $7.48 Million. This represents 4.54% of its overall portfolio holdings.

Number of Shares

157,681

Previous 62,815 151.02%

Holding current value

$7.48 Million

Previous $2.95 Billion 151.13%

% of portfolio

4.54%

Previous 2.25%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	BUY	$45.9 - $47.2 $4.35 Million - $4.48 Million	94,866 Added 151.02%	157,681 $7.42 Billion
Q1 2025 Apr 25, 2025	BUY	$45.56 - $47.23 $307,757 - $319,038	6,755 Added 12.05%	62,815 $2.95 Billion
Q4 2024 Jan 30, 2025	SELL	$46.07 - $48.17 $232,423 - $243,017	-5,045 Reduced 8.26%	56,060 $2.58 Billion
Q3 2024 Oct 31, 2024	BUY	$45.87 - $48.53 $134,490 - $142,289	2,932 Added 5.04%	61,105 $2.95 Billion
Q2 2024 Jul 30, 2024	BUY	$45.27 - $46.67 $91,445 - $94,273	2,020 Added 3.6%	58,173 $2.7 Billion
Q1 2024 May 07, 2024	BUY	$46.0 - $47.18 $52,164 - $53,502	1,134 Added 2.06%	56,153 $2.62 Billion
Q4 2023 Feb 13, 2024	BUY	$43.49 - $47.47 $2.39 Million - $2.61 Million	55,019 New	55,019 $2.59 Billion

Others Institutions Holding JCPB

# of Institutions

397

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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Trademark Financial Management, LLC J P Morgan Exchange Traded Fd Transaction History