Beaumont Financial Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Beaumont Financial Advisors, LLC

$1.11 Billion
Q3 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 5,173 shares of JCPB stock, worth $240,596. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,173

Previous 5,351 3.33%

Holding current value

$240,596

Previous $247,000 0.81%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	SELL	$45.87 - $48.53 $8,164 - $8,638	-178 Reduced 3.33%	5,173 $249,000
Q2 2024 Jul 24, 2024	SELL	$45.27 - $46.67 $4,843 - $4,993	-107 Reduced 1.96%	5,351 $247,000
Q1 2024 May 10, 2024	SELL	$46.0 - $47.18 $12,972 - $13,304	-282 Reduced 4.91%	5,458 $254,000
Q4 2023 Jan 31, 2024	SELL	$43.49 - $47.47 $5,436 - $5,933	-125 Reduced 2.13%	5,740 $270,000
Q3 2023 Nov 01, 2023	BUY	$44.57 - $46.79 $17,382 - $18,248	390 Added 7.12%	5,865 $261,000
Q2 2023 Aug 02, 2023	SELL	$46.41 - $47.75 $232 - $238	-5 Reduced 0.09%	5,475 $255,000
Q4 2022 Jan 25, 2023	BUY	$44.67 - $47.29 $244,791 - $259,149	5,480 New	5,480 $0

Others Institutions Holding JCPB

# of Institutions

282

Shares Held

66M

Call Options Held

Put Options Held

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About J P MORGAN EXCHANGE-TRADED FD

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Beaumont Financial Advisors, LLC J P Morgan Exchange Traded Fd Transaction History