Houlihan Financial Resource Group, Ltd. J P Morgan Exchange Traded Fd Transaction History

Houlihan Financial Resource Group, Ltd.

$114 Million
Q3 2025

A detailed history of Houlihan Financial Resource Group, Ltd. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Houlihan Financial Resource Group, Ltd. holds 37,225 shares of JCPB stock, worth $1.76 Million. This represents 1.56% of its overall portfolio holdings.

Number of Shares

37,225

Previous 78,985 52.87%

Holding current value

$1.76 Million

Previous $3.71 Million 52.25%

% of portfolio

1.56%

Previous 1.54%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	SELL	$46.37 - $47.77 $1.94 Million - $1.99 Million	-41,760 Reduced 52.87%	37,225 $1.77 Million
Q2 2025 Aug 13, 2025	BUY	$45.9 - $47.2 $238,680 - $245,440	5,200 Added 7.05%	78,985 $3.71 Million
Q1 2025 May 12, 2025	BUY	$45.56 - $47.23 $74,262 - $76,984	1,630 Added 2.26%	73,785 $3.47 Million
Q4 2024 Feb 11, 2025	BUY	$46.07 - $48.17 $751,401 - $785,652	16,310 Added 29.21%	72,155 $3.32 Million
Q3 2024 Nov 01, 2024	BUY	$45.87 - $48.53 $1.54 Million - $1.63 Million	33,550 Added 150.48%	55,845 $2.69 Million

Q2 2024 Jul 31, 2024	BUY	$45.27 - $46.67 $308,062 - $317,589	6,805 Added 43.93%	22,295 $1.03 Million
Q1 2024 May 06, 2024	BUY	$46.0 - $47.18 $503,700 - $516,621	10,950 Added 241.19%	15,490 $723,000
Q4 2023 Feb 14, 2024	BUY	$43.49 - $47.47 $197,444 - $215,513	4,540 New	4,540 $214,000

Others Institutions Holding JCPB

# of Institutions

419

Shares Held

148M

Call Options Held

Put Options Held

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About J P MORGAN EXCHANGE-TRADED FD

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Houlihan Financial Resource Group, Ltd. J P Morgan Exchange Traded Fd Transaction History