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

Wiser Wealth Management, Inc

$432 Million
Q3 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 1,120,590 shares of JCPB stock, worth $53.1 Million. This represents 12.34% of its overall portfolio holdings.

Number of Shares

1,120,590

Previous 985,192 13.74%

Holding current value

$53.1 Million

Previous $46.4 Million 14.93%

% of portfolio

12.34%

Previous 11.71%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 06, 2025	BUY	$46.37 - $47.77 $6.28 Million - $6.47 Million	135,398 Added 13.74%	1,120,590 $53.3 Million
Q2 2025 Jul 18, 2025	BUY	$45.9 - $47.2 $1.65 Million - $1.69 Million	35,897 Added 3.78%	985,192 $46.4 Million
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

397

Shares Held

131M

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