Twin Peaks Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Twin Peaks Wealth Advisors, LLC

  • $220 Billion
  • Q1 2025

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 9,975 shares of JCPB stock, worth $466,431. This represents 0.21% of its overall portfolio holdings.

Number of Shares
9,975
Previous 7,733 28.99%
Holding current value
$466,431
Previous $356 Million 29.52%
% of portfolio
0.21%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$45.56 - $47.23 $102,145 - $105,889
2,242 Added 28.99%
9,975 $461 Million
Q4 2024

Feb 04, 2025
BUY
$46.07 - $48.17 $149,451 - $156,263
3,244 Added 72.27%
7,733 $356 Million
Q3 2024

Oct 25, 2024
BUY
$45.87 - $48.53 $205,910 - $217,851
4,489 New
4,489 $217 Million

Others Institutions Holding JCPB

# of Institutions
349
Shares Held
98.7M
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
Track This Portfolio

Track Twin Peaks Wealth Advisors, LLC Portfolio

Follow Twin Peaks Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Twin Peaks Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Twin Peaks Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email