United Advisor Group, LLC J P Morgan Exchange Traded Fd Transaction History

United Advisor Group, LLC

$689 Million
Q3 2025

A detailed history of United Advisor Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, United Advisor Group, LLC holds 88,869 shares of JCPB stock, worth $4.21 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares

88,869

Previous 90,485 1.79%

Holding current value

$4.21 Million

Previous $4.26 Million 0.78%

% of portfolio

0.61%

Previous 0.79%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$46.37 - $47.77 $74,933 - $77,196	-1,616 Reduced 1.79%	88,869 $4.23 Million
Q2 2025 Aug 11, 2025	SELL	$45.9 - $47.2 $228,031 - $234,489	-4,968 Reduced 5.2%	90,485 $4.26 Million
Q1 2025 Apr 21, 2025	BUY	$45.56 - $47.23 $427,671 - $443,348	9,387 Added 10.91%	95,453 $4.49 Million
Q4 2024 Feb 24, 2025	BUY	$46.07 - $48.17 $731,683 - $765,035	15,882 Added 22.63%	86,066 $3.97 Million
Q3 2024 Oct 30, 2024	BUY	$45.87 - $48.53 $715,434 - $756,922	15,597 Added 28.57%	70,184 $3.39 Million

Q2 2024 Aug 08, 2024	BUY	$45.27 - $46.67 $478,051 - $492,835	10,560 Added 23.99%	54,587 $2.53 Million
Q1 2024 May 14, 2024	BUY	$46.0 - $47.18 $2.03 Million - $2.08 Million	44,027 New	44,027 $2.05 Million

Others Institutions Holding JCPB

# of Institutions

419

Shares Held

148M

Call Options Held

Put Options Held

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About J P MORGAN EXCHANGE-TRADED FD

Ticker JCPB
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United Advisor Group, LLC J P Morgan Exchange Traded Fd Transaction History