Congress Wealth Management LLC J P Morgan Exchange Traded Fd Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Congress Wealth Management LLC holds 153,696 shares of JCPB stock, worth $7.28 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
153,696
Previous 60,234 155.16%
Holding current value
$7.28 Million
Previous $2.83 Million 155.28%
% of portfolio
0.07%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$45.9 - $47.2 $4.29 Million - $4.41 Million
93,462 Added 155.16%
153,696 $7.23 Million
Q1 2025

May 14, 2025
BUY
$45.56 - $47.23 $2.74 Million - $2.84 Million
60,234 New
60,234 $2.83 Million

Others Institutions Holding JCPB

# of Institutions
419
Shares Held
148M
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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