Wiser Wealth Management, Inc J P Morgan Exchange Traded Fd Transaction History

Wiser Wealth Management, Inc

$353 Million
Q1 2025

A detailed history of Wiser Wealth Management, Inc transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Wiser Wealth Management, Inc holds 949,295 shares of JCPB stock, worth $43.9 Million. This represents 12.61% of its overall portfolio holdings.

Number of Shares

949,295

Previous 891,562 6.48%

Holding current value

$43.9 Million

Previous $41.1 Million 8.48%

% of portfolio

12.61%

Previous 11.6%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$45.56 - $47.23 $2.63 Million - $2.73 Million	57,733 Added 6.48%	949,295 $44.6 Million
Q4 2024 Jan 14, 2025	SELL	$46.07 - $48.17 $1.82 Million - $1.9 Million	-39,425 Reduced 4.23%	891,562 $41.1 Million
Q3 2024 Oct 03, 2024	BUY	$45.87 - $48.53 $895,932 - $947,887	19,532 Added 2.14%	930,987 $44.9 Million
Q2 2024 Jul 22, 2024	BUY	$45.27 - $46.67 $2.01 Million - $2.07 Million	44,344 Added 5.11%	911,455 $42.2 Million
Q1 2024 Apr 19, 2024	BUY	$46.0 - $47.18 $39.9 Million - $40.9 Million	867,111 New	867,111 $40.5 Million

Others Institutions Holding JCPB

# of Institutions

341

Shares Held

92.8M

Call Options Held

Put Options Held

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JCPB
Sector ETFs
Industry ETFs

More about JCPB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wiser Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wiser Wealth Management, Inc with notifications on news.

Account

Wiser Wealth Management, Inc J P Morgan Exchange Traded Fd Transaction History