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

Wiser Wealth Management, Inc

$354 Million
Q4 2024

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 891,562 shares of JCPB stock, worth $41.2 Million. This represents 11.6% of its overall portfolio holdings.

Number of Shares

891,562

Previous 930,987 4.23%

Holding current value

$41.2 Million

Previous $44.9 Million 8.54%

% of portfolio

11.6%

Previous 12.92%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

311

Shares Held

75.5M

Call Options Held

Put Options Held

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About J P MORGAN EXCHANGE-TRADED FD

Ticker JCPB
Sector ETFs
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Wiser Wealth Management, Inc J P Morgan Exchange Traded Fd Transaction History