Lodestone Wealth Management LLC Jp Morgan Exch Traded Fd Tr Sh Transaction History

Lodestone Wealth Management LLC

$199 Billion
Q4 2024

A detailed history of Lodestone Wealth Management LLC transactions in Jp Morgan Exch Traded Fd Tr Sh stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 21,936 shares of JSCP stock, worth $1.03 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

21,936

Previous 22,333 1.78%

Holding current value

$1.03 Million

Previous $1.06 Billion 3.62%

% of portfolio

0.51%

Previous 0.53%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$46.63 - $47.41 $18,512 - $18,821	-397 Reduced 1.78%	21,936 $1.02 Billion
Q3 2024 Oct 29, 2024	BUY	$46.16 - $47.63 $12,786 - $13,193	277 Added 1.26%	22,333 $1.06 Billion
Q2 2024 Jul 16, 2024	BUY	$45.82 - $46.47 $11,729 - $11,896	256 Added 1.17%	22,056 $1.02 Billion
Q1 2024 Apr 30, 2024	BUY	$46.15 - $46.75 $10,937 - $11,079	237 Added 1.1%	21,800 $1.01 Billion
Q4 2023 Jan 24, 2024	SELL	$44.84 - $46.72 $8,519 - $8,876	-190 Reduced 0.87%	21,563 $1 Billion
Q3 2023 Oct 20, 2023	BUY	$45.25 - $46.0 $9,864 - $10,028	218 Added 1.01%	21,753 $987 Million
Q2 2023 Jul 25, 2023	SELL	$45.77 - $46.46 $58,036 - $58,911	-1,268 Reduced 5.56%	21,535 $986 Million
Q1 2023 May 15, 2023	SELL	$45.52 - $46.65 $177,801 - $182,214	-3,906 Reduced 14.62%	22,803 $1.06 Billion
Q4 2022 Feb 09, 2023	BUY	$44.87 - $46.09 $1.2 Million - $1.23 Million	26,709 New	26,709 $1.22 Billion

Others Institutions Holding JSCP

# of Institutions

Shares Held

7.29M

Call Options Held

Put Options Held

View Full List

About JP MORGAN EXCH-TRADED FD TR SH

Ticker JSCP
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Lodestone Wealth Management LLC Jp Morgan Exch Traded Fd Tr Sh Transaction History