Valeo Financial Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Valeo Financial Advisors, LLC

  • $4.33 Billion
  • Q1 2025

A detailed history of Valeo Financial Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 2,034,162 shares of JCPB stock, worth $95.5 Million. This represents 2.21% of its overall portfolio holdings.

Number of Shares
2,034,162
Previous 1,482,502 37.21%
Holding current value
$95.5 Million
Previous $68.3 Million 40.1%
% of portfolio
2.21%
Previous 1.72%

Shares

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

Apr 30, 2025
BUY
$45.56 - $47.23 $25.1 Million - $26.1 Million
551,660 Added 37.21%
2,034,162 $95.7 Million
Q4 2024

Jan 30, 2025
BUY
$46.07 - $48.17 $51.7 Million - $54.1 Million
1,123,217 Added 312.63%
1,482,502 $68.3 Million
Q3 2024

Oct 10, 2024
BUY
$45.87 - $48.53 $16.5 Million - $17.4 Million
359,285 New
359,285 $17.3 Million

Others Institutions Holding JCPB

# of Institutions
356
Shares Held
101M
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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