Valeo Financial Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Valeo Financial Advisors, LLC

$4.36 Billion
Q3 2025

A detailed history of Valeo Financial Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 2,493,718 shares of JCPB stock, worth $118 Million. This represents 2.72% of its overall portfolio holdings.

Number of Shares

2,493,718

Previous 2,243,663 11.14%

Holding current value

$118 Million

Previous $106 Million 12.3%

% of portfolio

2.72%

Previous 2.46%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$46.37 - $47.77 $11.6 Million - $11.9 Million	250,055 Added 11.14%	2,493,718 $119 Million
Q2 2025 Sep 12, 2025	BUY	$45.9 - $47.2 $197,370 - $202,960	4,300 Added 0.19%	2,243,663 $106 Million
Q2 2025 Jul 22, 2025	BUY	$45.9 - $47.2 $9.42 Million - $9.69 Million	205,201 Added 10.09%	2,239,363 $105 Million
Q1 2025 Apr 30, 2025	BUY	$45.56 - $47.23 $25.1 Million - $26.1 Million	551,660 Added 37.21%	2,034,162 $95.7 Million
Q4 2024 Jan 30, 2025	BUY	$46.07 - $48.17 $51.7 Million - $54.1 Million	1,123,217 Added 312.63%	1,482,502 $68.3 Million

Q3 2024 Oct 10, 2024	BUY	$45.87 - $48.53 $16.5 Million - $17.4 Million	359,285 New	359,285 $17.3 Million

Others Institutions Holding JCPB

# of Institutions

419

Shares Held

148M

Call Options Held

Put Options Held

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JCPB
Sector ETFs
Industry ETFs

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Valeo Financial Advisors, LLC J P Morgan Exchange Traded Fd Transaction History