A detailed history of Brio Consultants, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Brio Consultants, LLC holds 13,524 shares of JCPB stock, worth $640,767. This represents 0.09% of its overall portfolio holdings.

Number of Shares
13,524
Previous 14,388 6.01%
Holding current value
$640,767
Previous $677,000 5.02%
% of portfolio
0.09%
Previous 0.1%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025

SELL
$46.37 - $47.77 $40,063 - $41,273
-864 Reduced 6.01%
13,524 $643,000
Q2 2025

Aug 07, 2025

BUY
$45.9 - $47.2 $175,567 - $180,540
3,825 Added 36.21%
14,388 $677,000
Q1 2025

Jul 07, 2025

BUY
$45.56 - $47.23 $481,250 - $498,890
10,563 New
10,563 $496,000
Q4 2024

Jan 24, 2025

BUY
$46.07 - $48.17 $21,100 - $22,061
458 Added 4.79%
10,017 $461,000
Q3 2024

Oct 18, 2024

BUY
$45.87 - $48.53 $37,705 - $39,891
822 Added 9.41%
9,559 $461,000
Q2 2024

Aug 05, 2024

BUY
$45.27 - $46.67 $395,523 - $407,755
8,737 New
8,737 $404,000

Others Institutions Holding JCPB

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JCPB
  • Sector ETFs
  • Industry ETFs
More about JCPB
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