Us Advisors Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History

Us Advisors Wealth Management, LLC

  • $269 Million
  • Q2 2025

A detailed history of Us Advisors Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 15,608 shares of JCPB stock, worth $740,443. This represents 0.27% of its overall portfolio holdings.

Number of Shares
15,608
Previous 12,379 26.08%
Holding current value
$740,443
Previous $631,000 16.32%
% of portfolio
0.27%
Previous 0.22%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$45.9 - $47.2 $148,211 - $152,408
3,229 Added 26.08%
15,608 $734,000
Q1 2025

May 06, 2025
BUY
$45.56 - $47.23 $76,313 - $79,110
1,675 Added 15.65%
12,379 $631,000
Q4 2024

Jan 23, 2025
SELL
$46.07 - $48.17 $12,484 - $13,054
-271 Reduced 2.47%
10,704 $493,000
Q3 2024

Nov 07, 2024
BUY
$45.87 - $48.53 $187,011 - $197,856
4,077 Added 59.1%
10,975 $530,000
Q2 2024

Aug 06, 2024
SELL
$45.27 - $46.67 $75,827 - $78,172
-1,675 Reduced 19.54%
6,898 $319,000
Q1 2024

May 02, 2024
BUY
$46.0 - $47.18 $59,202 - $60,720
1,287 Added 17.66%
8,573 $400,000
Q4 2023

Feb 12, 2024
SELL
$43.49 - $47.47 $1,304 - $1,424
-30 Reduced 0.41%
7,286 $343,000
Q3 2023

Nov 09, 2023
BUY
$44.57 - $46.79 $25,182 - $26,436
565 Added 8.37%
7,316 $326,000
Q2 2023

Aug 01, 2023
BUY
$46.41 - $47.75 $313,313 - $322,360
6,751 New
6,751 $314,000

Others Institutions Holding JCPB

# of Institutions
396
Shares Held
131M
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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