Peterson Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Peterson Wealth Advisors, LLC

$603 Million
Q4 2025

A detailed history of Peterson Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 443,524 shares of JCPB stock, worth $21 Million. This represents 3.49% of its overall portfolio holdings.

Number of Shares

443,524

Previous 389,503 13.87%

Holding current value

$21 Million

Previous $18.5 Million 13.47%

% of portfolio

3.49%

Previous 3.27%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 08, 2026	BUY	$47.34 - $48.01 $2.56 Million - $2.59 Million	54,021 Added 13.87%	443,524 $21 Million
Q3 2025 Oct 09, 2025	BUY	$46.37 - $47.77 $1.13 Million - $1.16 Million	24,315 Added 6.66%	389,503 $18.5 Million
Q2 2025 Jul 07, 2025	BUY	$45.9 - $47.2 $43,880 - $45,123	956 Added 0.26%	365,188 $17.2 Million
Q1 2025 Apr 30, 2025	BUY	$45.56 - $47.23 $1.19 Million - $1.23 Million	26,037 Added 7.7%	364,232 $17.1 Million
Q4 2024 Jan 17, 2025	SELL	$46.07 - $48.17 $1.09 Million - $1.14 Million	-23,753 Reduced 6.56%	338,195 $15.6 Million

Q3 2024 Oct 24, 2024	BUY	$45.87 - $48.53 $891,804 - $943,520	19,442 Added 5.68%	361,948 $17.5 Million
Q2 2024 Jul 18, 2024	BUY	$45.27 - $46.67 $458,132 - $472,300	10,120 Added 3.04%	342,506 $15.9 Million
Q1 2024 Apr 15, 2024	BUY	$46.0 - $47.18 $1.2 Million - $1.23 Million	26,068 Added 8.51%	332,386 $15.5 Million
Q4 2023 Jan 10, 2024	SELL	$43.49 - $47.47 $2.54 Million - $2.77 Million	-58,439 Reduced 16.02%	306,318 $14.4 Million
Q3 2023 Oct 05, 2023	BUY	$44.57 - $46.79 $218,704 - $229,598	4,907 Added 1.36%	364,757 $16.3 Million
Q2 2023 Jul 13, 2023	SELL	$46.41 - $47.75 $1.2 Million - $1.24 Million	-25,874 Reduced 6.71%	359,850 $16.8 Million
Q1 2023 Apr 06, 2023	SELL	$45.84 - $47.89 $58,446 - $61,059	-1,275 Reduced 0.33%	385,724 $18.3 Million
Q4 2022 Jan 20, 2023	SELL	$44.67 - $47.29 $1.71 Million - $1.81 Million	-38,237 Reduced 8.99%	386,999 $0
Q3 2022 Oct 17, 2022	SELL	$45.58 - $49.27 $67,002 - $72,426	-1,470 Reduced 0.34%	425,236 $19.5 Million
Q2 2022 Jul 21, 2022	BUY	$47.05 - $50.89 $20.1 Million - $21.7 Million	426,706 New	426,706 $20.5 Million

Others Institutions Holding JCPB

# of Institutions

419

Shares Held

150M

Call Options Held

Put Options Held

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About J P MORGAN EXCHANGE-TRADED FD

Ticker JCPB
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Peterson Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History