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

Us Advisors Wealth Management, LLC

$287 Million
Q1 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 12,379 shares of JCPB stock, worth $575,871. This represents 0.22% of its overall portfolio holdings.

Number of Shares

12,379

Previous 10,704 15.65%

Holding current value

$575,871

Previous $493,000 27.99%

% of portfolio

0.22%

Previous 0.16%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

369

Shares Held

115M

Call Options Held

Put Options Held

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About J P MORGAN EXCHANGE-TRADED FD

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