Steward Partners Investment Advisory, LLC J P Morgan Exchange Traded Fd Transaction History

Steward Partners Investment Advisory, LLC

  • $16.6 Billion
  • Q3 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 202,610 shares of JCPB stock, worth $9.6 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
202,610
Previous 195,174 3.81%
Holding current value
$9.6 Million
Previous $9.18 Million 4.9%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Nov 12, 2025
BUY
$46.37 - $47.77 $344,807 - $355,217
7,436 Added 3.81%
202,610 $9.63 Million
Q2 2025

Aug 12, 2025
BUY
$45.9 - $47.2 $196,635 - $202,204
4,284 Added 2.24%
195,174 $9.18 Million
Q1 2025

May 13, 2025
BUY
$45.56 - $47.23 $2.52 Million - $2.61 Million
55,243 Added 40.73%
190,890 $8.98 Million
Q4 2024

Feb 06, 2025
BUY
$46.07 - $48.17 $6.22 Million - $6.51 Million
135,079 Added 23781.51%
135,647 $6.25 Million
Q3 2024

Nov 14, 2024
SELL
$45.87 - $48.53 $88,116 - $93,226
-1,921 Reduced 77.18%
568 $27,000
Q2 2024

Aug 08, 2024
BUY
$45.27 - $46.67 $86,963 - $89,653
1,921 Added 338.2%
2,489 $115,000
Q1 2024

May 15, 2024
SELL
$46.0 - $47.18 $4,968 - $5,095
-108 Reduced 15.98%
568 $26,000
Q3 2023

Nov 13, 2023
BUY
$44.57 - $46.79 $30,129 - $31,630
676 New
676 $30,000

Others Institutions Holding JCPB

# of Institutions
418
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
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