Legacy Wealth Management, Inc J P Morgan Exchange Traded Fd Transaction History

Legacy Wealth Management, Inc

  • $1.56 Billion
  • Q4 2024

A detailed history of Legacy Wealth Management, Inc transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Legacy Wealth Management, Inc holds 3,181,469 shares of JCPB stock, worth $147 Million. This represents 9.41% of its overall portfolio holdings.

Number of Shares
3,181,469
Previous 3,019,083 5.38%
Holding current value
$147 Million
Previous $146 Million 0.64%
% of portfolio
9.41%
Previous 9.44%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$46.07 - $48.17 $7.48 Million - $7.82 Million
162,386 Added 5.38%
3,181,469 $147 Million
Q3 2024

Oct 24, 2024
BUY
$45.87 - $48.53 $16.3 Million - $17.3 Million
355,683 Added 13.35%
3,019,083 $146 Million
Q2 2024

Jul 12, 2024
BUY
$45.27 - $46.67 $7.79 Million - $8.04 Million
172,168 Added 6.91%
2,663,400 $123 Million
Q1 2024

Apr 12, 2024
BUY
$46.0 - $47.18 $8.06 Million - $8.26 Million
175,127 Added 7.56%
2,491,232 $116 Million
Q4 2023

Jan 23, 2024
BUY
$43.49 - $47.47 $2.93 Million - $3.2 Million
67,479 Added 3.0%
2,316,105 $109 Million
Q3 2023

Oct 24, 2023
BUY
$44.57 - $46.79 $4.99 Million - $5.24 Million
111,920 Added 5.24%
2,248,626 $100 Million
Q2 2023

Jul 17, 2023
BUY
$46.41 - $47.75 $5.68 Million - $5.84 Million
122,347 Added 6.07%
2,136,706 $99.5 Million
Q1 2023

Apr 11, 2023
BUY
$45.84 - $47.89 $59.4 Million - $62.1 Million
1,295,770 Added 180.32%
2,014,359 $95.5 Million
Q4 2022

Jan 17, 2023
BUY
$44.67 - $47.29 $15.5 Million - $16.4 Million
346,227 Added 92.98%
718,589 $0
Q3 2022

Oct 12, 2022
BUY
$45.58 - $49.27 $12.4 Million - $13.4 Million
271,126 Added 267.82%
372,362 $17.1 Million
Q2 2022

Jul 22, 2022
BUY
$47.05 - $50.89 $4.76 Million - $5.15 Million
101,236 New
101,236 $4.86 Million

Others Institutions Holding JCPB

# of Institutions
313
Shares Held
76M
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
Track This Portfolio

Track Legacy Wealth Management, Inc Portfolio

Follow Legacy Wealth Management, 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 Legacy Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Management, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email