Roberts Wealth Advisors, LLC Jp Morgan Exch Traded Fd Tr Sh Transaction History

Roberts Wealth Advisors, LLC

  • $363 Million
  • Q4 2025

A detailed history of Roberts Wealth Advisors, LLC transactions in Jp Morgan Exch Traded Fd Tr Sh stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 497,126 shares of JSCP stock, worth $23.6 Million. This represents 6.5% of its overall portfolio holdings.

Number of Shares
497,126
Previous 371,733 33.73%
Holding current value
$23.6 Million
Previous $17.7 Million 33.34%
% of portfolio
6.5%
Previous 4.99%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
BUY
$47.45 - $47.71 $5.95 Million - $5.98 Million
125,393 Added 33.73%
497,126 $23.6 Million
Q3 2025

Oct 20, 2025
BUY
$47.02 - $47.71 $4.93 Million - $5 Million
104,853 Added 39.29%
371,733 $17.7 Million
Q2 2025

Jul 22, 2025
BUY
$46.46 - $47.44 $6.31 Million - $6.45 Million
135,923 Added 103.79%
266,880 $12.7 Million
Q1 2025

Apr 21, 2025
BUY
$46.45 - $47.26 $6.08 Million - $6.19 Million
130,957 New
130,957 $6.18 Million

Others Institutions Holding JSCP

# of Institutions
103
Shares Held
12.9M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN EXCH-TRADED FD TR SH

JSCP Quotes by TradingView
  • Ticker JSCP
  • Sector ETFs
  • Industry ETFs
More about JSCP
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