Us Advisors Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History

Us Advisors Wealth Management, LLC

  • $290 Million
  • Q3 2025

A detailed history of Us Advisors Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 18,337 shares of JCPB stock, worth $868,807. This represents 0.3% of its overall portfolio holdings.

Number of Shares
18,337
Previous 15,608 17.48%
Holding current value
$868,807
Previous $734,000 18.66%
% of portfolio
0.3%
Previous 0.27%

Shares

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

Nov 12, 2025
BUY
$46.37 - $47.77 $126,543 - $130,364
2,729 Added 17.48%
18,337 $871,000
Q2 2025

Jul 22, 2025
BUY
$45.9 - $47.2 $148,211 - $152,408
3,229 Added 26.08%
15,608 $734,000
Q1 2025

May 06, 2025
BUY
$45.56 - $47.23 $76,313 - $79,110
1,675 Added 15.65%
12,379 $631,000
Q4 2024

Jan 23, 2025
SELL
$46.07 - $48.17 $12,484 - $13,054
-271 Reduced 2.47%
10,704 $493,000
Q3 2024

Nov 07, 2024
BUY
$45.87 - $48.53 $187,011 - $197,856
4,077 Added 59.1%
10,975 $530,000
Q2 2024

Aug 06, 2024
SELL
$45.27 - $46.67 $75,827 - $78,172
-1,675 Reduced 19.54%
6,898 $319,000
Q1 2024

May 02, 2024
BUY
$46.0 - $47.18 $59,202 - $60,720
1,287 Added 17.66%
8,573 $400,000
Q4 2023

Feb 12, 2024
SELL
$43.49 - $47.47 $1,304 - $1,424
-30 Reduced 0.41%
7,286 $343,000
Q3 2023

Nov 09, 2023
BUY
$44.57 - $46.79 $25,182 - $26,436
565 Added 8.37%
7,316 $326,000
Q2 2023

Aug 01, 2023
BUY
$46.41 - $47.75 $313,313 - $322,360
6,751 New
6,751 $314,000

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

Track Us Advisors Wealth Management, LLC Portfolio

Follow Us Advisors Wealth Management, 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 Us Advisors Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Us Advisors Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email