Balance Wealth, LLC J P Morgan Exchange Traded Fd Transaction History

Balance Wealth, LLC

  • $312 Billion
  • Q4 2025

A detailed history of Balance Wealth, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Balance Wealth, LLC holds 33,153 shares of JCPB stock, worth $1.57 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
33,153
Previous 33,282 0.39%
Holding current value
$1.57 Million
Previous $1.58 Billion 0.81%
% of portfolio
0.5%
Previous 0.39%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 21, 2026
SELL
$47.34 - $48.01 $6,106 - $6,193
-129 Reduced 0.39%
33,153 $1.57 Billion
Q3 2025

Oct 20, 2025
SELL
$46.37 - $47.77 $41,872 - $43,136
-903 Reduced 2.64%
33,282 $1.58 Billion
Q2 2025

Aug 13, 2025
SELL
$45.9 - $47.2 $2.21 Million - $2.27 Million
-48,082 Reduced 58.45%
34,185 $1.61 Billion
Q1 2025

Apr 23, 2025
BUY
$45.56 - $47.23 $3.75 Million - $3.89 Million
82,267 New
82,267 $3.87 Billion

Others Institutions Holding JCPB

# of Institutions
421
Shares Held
152M
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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