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

Trademark Financial Management, LLC

$131 Billion
Q1 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 62,815 shares of JCPB stock, worth $2.95 Million. This represents 2.25% of its overall portfolio holdings.

Number of Shares

62,815

Previous 56,060 12.05%

Holding current value

$2.95 Million

Previous $2.58 Billion 14.41%

% of portfolio

2.25%

Previous 2.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

368

Shares Held

114M

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 Trademark Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trademark Financial Management, LLC with notifications on news.

Account

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