A detailed history of Financial Planning & Information Services, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Financial Planning & Information Services, Inc. holds 1,247,515 shares of JCPB stock, worth $57.6 Million. This represents 8.3% of its overall portfolio holdings.

Number of Shares
1,247,515
Previous 991,815 25.78%
Holding current value
$57.6 Million
Previous $46 Million 30.97%
% of portfolio
8.3%
Previous 7.02%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$45.87 - $48.53 $11.7 Million - $12.4 Million
255,700 Added 25.78%
1,247,515 $60.2 Million
Q2 2024

Aug 13, 2024

BUY
$45.27 - $46.67 $5.71 Million - $5.89 Million
126,130 Added 14.57%
991,815 $46 Million
Q1 2024

May 14, 2024

BUY
$46.0 - $47.18 $11.4 Million - $11.7 Million
246,984 Added 39.92%
865,685 $40.4 Million
Q3 2023

Nov 14, 2023

BUY
$44.57 - $46.79 $4.11 Million - $4.32 Million
92,296 Added 17.53%
618,701 $27.6 Million
Q2 2023

Aug 11, 2023

BUY
$46.41 - $47.75 $5.59 Million - $5.75 Million
120,502 Added 29.69%
526,405 $24.5 Million
Q1 2023

May 02, 2023

BUY
$45.84 - $47.89 $11.1 Million - $11.6 Million
241,877 Added 147.46%
405,903 $19.2 Million
Q4 2022

Feb 13, 2023

BUY
$44.67 - $47.29 $7.01 Million - $7.42 Million
156,985 Added 2229.58%
164,026 $7.53 Million
Q3 2022

Oct 25, 2022

BUY
$45.58 - $49.27 $320,928 - $346,910
7,041 New
7,041 $323,000

Others Institutions Holding JCPB

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JCPB
  • Sector ETFs
  • Industry ETFs
More about JCPB
Track This Portfolio

Track Financial Planning & Information Services, Inc. Portfolio

Follow Financial Planning & Information Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Planning & Information Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Planning & Information Services, Inc. with notifications on news.