N.E.W. Advisory Services LLC J P Morgan Exchange Traded Fd Transaction History

N.E.W. Advisory Services LLC

$1.03 Billion
Q4 2024

A detailed history of N.E.W. Advisory Services LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 154,718 shares of JCPB stock, worth $7.22 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

154,718

Previous 135,421 14.25%

Holding current value

$7.22 Million

Previous $6.53 Million 9.11%

% of portfolio

0.69%

Previous 0.65%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$46.07 - $48.17 $889,012 - $929,536	19,297 Added 14.25%	154,718 $7.13 Million
Q3 2024 Oct 31, 2024	SELL	$45.87 - $48.53 $811,761 - $858,835	-17,697 Reduced 11.56%	135,421 $6.53 Million
Q2 2024 Aug 02, 2024	BUY	$45.27 - $46.67 $577,690 - $595,555	12,761 Added 9.09%	153,118 $7.09 Million
Q1 2024 Apr 24, 2024	BUY	$46.0 - $47.18 $2.1 Million - $2.15 Million	45,665 Added 48.22%	140,357 $6.55 Million
Q4 2023 Feb 06, 2024	BUY	$43.49 - $47.47 $4.12 Million - $4.5 Million	94,692 New	94,692 $4.46 Million

Others Institutions Holding JCPB

# of Institutions

335

Shares Held

91.1M

Call Options Held

Put Options Held

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About J P MORGAN EXCHANGE-TRADED FD

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N.E.W. Advisory Services LLC J P Morgan Exchange Traded Fd Transaction History