Milestone Investment Advisors LLC J P Morgan Exchange Traded Fd Transaction History

Milestone Investment Advisors LLC

$360 Million
Q4 2024

A detailed history of Milestone Investment Advisors LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 227,777 shares of JCPB stock, worth $10.6 Million. This represents 2.91% of its overall portfolio holdings.

Number of Shares

227,777

Previous 392,319 41.94%

Holding current value

$10.6 Million

Previous $18.9 Million 44.55%

% of portfolio

2.91%

Previous 5.39%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$46.07 - $48.17 $7.58 Million - $7.93 Million	-164,542 Reduced 41.94%	227,777 $10.5 Million
Q3 2024 Oct 30, 2024	BUY	$45.87 - $48.53 $4 Million - $4.23 Million	87,175 Added 28.57%	392,319 $18.9 Million
Q2 2024 Aug 13, 2024	BUY	$45.27 - $46.67 $2.66 Million - $2.74 Million	58,772 Added 23.85%	305,144 $14.1 Million
Q1 2024 May 14, 2024	BUY	$46.0 - $47.18 $1.19 Million - $1.22 Million	25,810 Added 11.7%	246,372 $11.5 Million
Q4 2023 Feb 09, 2024	BUY	$43.49 - $47.47 $7.22 Million - $7.88 Million	166,015 Added 304.35%	220,562 $10.4 Million
Q3 2023 Nov 08, 2023	BUY	$44.57 - $46.79 $1.21 Million - $1.27 Million	27,220 Added 99.61%	54,547 $2.44 Million
Q2 2023 Aug 02, 2023	BUY	$46.41 - $47.75 $1.27 Million - $1.3 Million	27,327 New	27,327 $1.27 Million

Others Institutions Holding JCPB

# of Institutions

344

Shares Held

95.7M

Call Options Held

Put Options Held

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About J P MORGAN EXCHANGE-TRADED FD

Ticker JCPB
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Milestone Investment Advisors LLC J P Morgan Exchange Traded Fd Transaction History