Perigon Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History

Perigon Wealth Management, LLC

  • $4.72 Billion
  • Q3 2025

A detailed history of Perigon Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 195,636 shares of JCPB stock, worth $9.27 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
195,636
Previous 178,819 9.4%
Holding current value
$9.27 Million
Previous $8.42 Million 10.54%
% of portfolio
0.2%
Previous 0.2%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$46.37 - $47.77 $779,804 - $803,348
16,817 Added 9.4%
195,636 $9.3 Million
Q2 2025

Jul 15, 2025
SELL
$45.9 - $47.2 $57,925 - $59,566
-1,262 Reduced 0.7%
178,819 $8.42 Million
Q1 2025

Apr 23, 2025
SELL
$45.56 - $47.23 $4.1 Million - $4.25 Million
-89,937 Reduced 33.31%
180,081 $8.47 Million
Q4 2024

Jan 22, 2025
BUY
$46.07 - $48.17 $4 Million - $4.19 Million
86,883 Added 47.44%
270,018 $12.4 Million
Q3 2024

Oct 16, 2024
BUY
$45.87 - $48.53 $8.4 Million - $8.89 Million
183,135 New
183,135 $8.83 Million

Others Institutions Holding JCPB

# of Institutions
419
Shares Held
148M
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
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