Gladstone Institutional Advisory LLC J P Morgan Exchange Traded Fd Transaction History

Gladstone Institutional Advisory LLC

$2.5 Billion
Q3 2025

A detailed history of Gladstone Institutional Advisory LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Gladstone Institutional Advisory LLC holds 6,701 shares of JCPB stock, worth $317,493. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,701

Previous 7,153 6.32%

Holding current value

$317,493

Previous $336,000 5.36%

% of portfolio

0.01%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	SELL	$46.37 - $47.77 $20,959 - $21,592	-452 Reduced 6.32%	6,701 $318,000
Q1 2025 May 15, 2025	SELL	$45.56 - $47.23 $25,058 - $25,976	-550 Reduced 7.14%	7,153 $336,000
Q4 2024 Jan 29, 2025	SELL	$46.07 - $48.17 $5,528 - $5,780	-120 Reduced 1.53%	7,703 $354,000
Q3 2024 Oct 28, 2024	BUY	$45.87 - $48.53 $2,752 - $2,911	60 Added 0.77%	7,823 $377,000
Q2 2024 Aug 02, 2024	SELL	$45.27 - $46.67 $34,857 - $35,935	-770 Reduced 9.02%	7,763 $359,000

Q1 2024 May 14, 2024	BUY	$46.0 - $47.18 $117,438 - $120,450	2,553 Added 42.69%	8,533 $398,000
Q4 2023 Feb 09, 2024	BUY	$43.49 - $47.47 $260,070 - $283,870	5,980 New	5,980 $281,000

Others Institutions Holding JCPB

# of Institutions

418

Shares Held

148M

Call Options Held

Put Options Held

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About J P MORGAN EXCHANGE-TRADED FD

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Gladstone Institutional Advisory LLC J P Morgan Exchange Traded Fd Transaction History