Walkner Condon Financial Advisors LLC J P Morgan Exchange Traded Fd Transaction History

Walkner Condon Financial Advisors LLC

  • $482 Million
  • Q1 2025

A detailed history of Walkner Condon Financial Advisors LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 390,037 shares of JCPB stock, worth $18.1 Million. This represents 3.81% of its overall portfolio holdings.

Number of Shares
390,037
Previous 290,477 34.27%
Holding current value
$18.1 Million
Previous $13.4 Million 37.1%
% of portfolio
3.81%
Previous 2.79%

Shares

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

Apr 22, 2025
BUY
$45.56 - $47.23 $4.54 Million - $4.7 Million
99,560 Added 34.27%
390,037 $18.3 Million
Q4 2024

Jan 29, 2025
SELL
$46.07 - $48.17 $498,984 - $521,729
-10,831 Reduced 3.59%
290,477 $13.4 Million
Q3 2024

Oct 31, 2024
BUY
$45.87 - $48.53 $2.22 Million - $2.35 Million
48,500 Added 19.18%
301,308 $14.5 Million
Q2 2024

Jul 26, 2024
BUY
$45.27 - $46.67 $687,832 - $709,103
15,194 Added 6.39%
252,808 $11.7 Million
Q1 2024

Apr 22, 2024
BUY
$46.0 - $47.18 $654,120 - $670,899
14,220 Added 6.37%
237,614 $11.1 Million
Q4 2023

Jan 23, 2024
BUY
$43.49 - $47.47 $7.65 Million - $8.35 Million
175,940 Added 370.76%
223,394 $10.5 Million
Q3 2023

Oct 19, 2023
BUY
$44.57 - $46.79 $1.8 Million - $1.88 Million
40,285 Added 561.93%
47,454 $2.12 Million
Q2 2023

Jul 21, 2023
BUY
$46.41 - $47.75 $332,713 - $342,319
7,169 New
7,169 $333,000

Others Institutions Holding JCPB

# of Institutions
369
Shares Held
115M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JCPB Quotes by TradingView
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