A detailed history of Sowell Financial Services LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Sowell Financial Services LLC holds 14,281 shares of JCPB stock, worth $676,633. This represents 0.03% of its overall portfolio holdings.

Number of Shares
14,281
Previous 5,138 177.95%
Holding current value
$676,633
Previous $241,000 181.74%
% of portfolio
0.03%
Previous 0.01%

Shares

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

Oct 17, 2025

BUY
$46.37 - $47.77 $423,960 - $436,761
9,143 Added 177.95%
14,281 $679,000
Q2 2025

Jul 11, 2025

BUY
$45.9 - $47.2 $235,834 - $242,513
5,138 New
5,138 $241,000
Q2 2020

Aug 13, 2020

SELL
$54.12 - $55.22 $102,828 - $104,918
-1,900 Closed
0 $0
Q1 2020

May 12, 2020

BUY
$51.97 - $55.31 $98,743 - $105,089
1,900 New
1,900 $103,000

Others Institutions Holding JCPB

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JCPB
  • Sector ETFs
  • Industry ETFs
More about JCPB
Track This Portfolio

Track Sowell Financial Services LLC Portfolio

Follow Sowell Financial Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sowell Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sowell Financial Services LLC with notifications on news.