Philip James Wealth Mangement, LLC J P Morgan Exchange Traded Fd Transaction History

Philip James Wealth Mangement, LLC

$863 Billion
Q4 2025

A detailed history of Philip James Wealth Mangement, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 196,473 shares of JCPB stock, worth $9.31 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares

196,473

Previous 199,323 1.43%

Holding current value

$9.31 Million

Previous $9.48 Billion 1.84%

% of portfolio

1.08%

Previous 1.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	SELL	$47.34 - $48.01 $134,919 - $136,828	-2,850 Reduced 1.43%	196,473 $9.3 Billion
Q3 2025 Oct 24, 2025	BUY	$46.37 - $47.77 $1.21 Million - $1.25 Million	26,152 Added 15.1%	199,323 $9.48 Billion
Q2 2025 Jul 18, 2025	BUY	$45.9 - $47.2 $161,338 - $165,908	3,515 Added 2.07%	173,171 $8.15 Billion
Q1 2025 Apr 24, 2025	BUY	$45.56 - $47.23 $795,887 - $825,060	17,469 Added 11.48%	169,656 $7.98 Billion
Q4 2024 Jan 31, 2025	BUY	$46.07 - $48.17 $2.68 Million - $2.8 Million	58,155 Added 61.85%	152,187 $7.01 Billion

Q3 2024 Oct 31, 2024	BUY	$45.87 - $48.53 $121,463 - $128,507	2,648 Added 2.9%	94,032 $4.54 Billion
Q2 2024 Jul 23, 2024	BUY	$45.27 - $46.67 $4.14 Million - $4.26 Million	91,384 New	91,384 $4.23 Billion

Others Institutions Holding JCPB

# of Institutions

430

Shares Held

157M

Call Options Held

Put Options Held

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About J P MORGAN EXCHANGE-TRADED FD

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Philip James Wealth Mangement, LLC J P Morgan Exchange Traded Fd Transaction History