Beacon Pointe Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Beacon Pointe Advisors, LLC

$8.89 Billion
Q4 2024

A detailed history of Beacon Pointe Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 33,987 shares of JCPB stock, worth $1.58 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

33,987

Previous 25,700 32.25%

Holding current value

$1.58 Million

Previous $1.24 Million 26.31%

% of portfolio

0.02%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$46.07 - $48.17 $381,782 - $399,184	8,287 Added 32.25%	33,987 $1.57 Million
Q3 2024 Nov 14, 2024	BUY	$45.87 - $48.53 $533,697 - $564,646	11,635 Added 82.72%	25,700 $1.24 Million
Q2 2024 Aug 12, 2024	SELL	$45.27 - $46.67 $63,378 - $65,338	-1,400 Reduced 9.05%	14,065 $651,000
Q1 2024 May 14, 2024	BUY	$46.0 - $47.18 $77,878 - $79,875	1,693 Added 12.29%	15,465 $721,000
Q4 2023 Feb 08, 2024	BUY	$43.49 - $47.47 $86,414 - $94,322	1,987 Added 16.86%	13,772 $648,000
Q3 2023 Nov 14, 2023	BUY	$44.57 - $46.79 $329,639 - $346,058	7,396 Added 168.51%	11,785 $526,000
Q2 2023 Aug 11, 2023	BUY	$46.41 - $47.75 $203,693 - $209,574	4,389 New	4,389 $204,000

Others Institutions Holding JCPB

# of Institutions

333

Shares Held

90.4M

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 Beacon Pointe Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Pointe Advisors, LLC with notifications on news.

Account

Beacon Pointe Advisors, LLC J P Morgan Exchange Traded Fd Transaction History