Arbor Trust Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Arbor Trust Wealth Advisors, LLC

$216 Million
Q3 2025

A detailed history of Arbor Trust Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Arbor Trust Wealth Advisors, LLC holds 232,033 shares of JCPB stock, worth $11 Million. This represents 5.1% of its overall portfolio holdings.

Number of Shares

232,033

Previous 218,789 6.05%

Holding current value

$11 Million

Previous $10.3 Million 7.16%

% of portfolio

5.1%

Previous 5.16%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$46.37 - $47.77 $614,124 - $632,665	13,244 Added 6.05%	232,033 $11 Million
Q2 2025 Aug 07, 2025	SELL	$45.9 - $47.2 $615,427 - $632,857	-13,408 Reduced 5.77%	218,789 $10.3 Million
Q1 2025 Apr 28, 2025	BUY	$45.56 - $47.23 $465,851 - $482,926	10,225 Added 4.61%	232,197 $10.9 Million
Q4 2024 Jan 16, 2025	BUY	$46.07 - $48.17 $5.31 Million - $5.55 Million	115,261 Added 108.01%	221,972 $10.2 Million
Q2 2024 Aug 02, 2024	BUY	$45.27 - $46.67 $1 Million - $1.03 Million	22,132 Added 26.17%	106,711 $4.94 Million

Q1 2024 Apr 15, 2024	BUY	$46.0 - $47.18 $3.27 Million - $3.35 Million	71,020 Added 523.78%	84,579 $3.95 Million
Q4 2023 Jan 30, 2024	BUY	$43.49 - $47.47 $589,680 - $643,645	13,559 New	13,559 $638,000

Others Institutions Holding JCPB

# of Institutions

419

Shares Held

148M

Call Options Held

Put Options Held

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About J P MORGAN EXCHANGE-TRADED FD

Ticker JCPB
Sector ETFs
Industry ETFs

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Arbor Trust Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History