Milestone Investment Advisors LLC Jp Morgan Exch Traded Fd Tr Sh Transaction History

Milestone Investment Advisors LLC

$360 Million
Q4 2024

A detailed history of Milestone Investment Advisors LLC transactions in Jp Morgan Exch Traded Fd Tr Sh stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 99,881 shares of JSCP stock, worth $4.7 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares

99,881

Previous 92,231 8.29%

Holding current value

$4.7 Million

Previous $4.38 Million 6.28%

% of portfolio

1.29%

Previous 1.25%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$46.63 - $47.41 $356,719 - $362,686	7,650 Added 8.29%	99,881 $4.66 Million
Q3 2024 Oct 30, 2024	SELL	$46.16 - $47.63 $206,519 - $213,096	-4,474 Reduced 4.63%	92,231 $4.38 Million
Q2 2024 Aug 13, 2024	BUY	$45.82 - $46.47 $1.36 Million - $1.38 Million	29,667 Added 44.25%	96,705 $4.49 Million
Q1 2024 May 14, 2024	BUY	$46.15 - $46.75 $1.7 Million - $1.72 Million	36,891 Added 122.37%	67,038 $3.12 Million
Q4 2023 Feb 09, 2024	BUY	$44.84 - $46.72 $384,144 - $400,250	8,567 Added 39.7%	30,147 $1.4 Million
Q3 2023 Nov 08, 2023	BUY	$45.25 - $46.0 $3,303 - $3,358	73 Added 0.34%	21,580 $978,000
Q2 2023 Aug 02, 2023	BUY	$45.77 - $46.46 $984,375 - $999,215	21,507 New	21,507 $985,000

Others Institutions Holding JSCP

# of Institutions

Shares Held

7.7M

Call Options Held

Put Options Held

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About JP MORGAN EXCH-TRADED FD TR SH

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Milestone Investment Advisors LLC Jp Morgan Exch Traded Fd Tr Sh Transaction History