Wealth Plan Investment Management, LLC J P Morgan Exchange Traded Fd Transaction History

Wealth Plan Investment Management, LLC

  • $1.38 Billion
  • Q3 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 158,892 shares of JCPB stock, worth $7.53 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
158,892
Previous 46,840 239.22%
Holding current value
$7.53 Million
Previous $2.2 Million 242.79%
% of portfolio
0.55%
Previous 0.17%

Shares

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

Oct 27, 2025
BUY
$46.37 - $47.77 $5.2 Million - $5.35 Million
112,052 Added 239.22%
158,892 $7.56 Million
Q2 2025

Jul 28, 2025
BUY
$45.9 - $47.2 $2.15 Million - $2.21 Million
46,840 New
46,840 $2.2 Million

Others Institutions Holding JCPB

# of Institutions
419
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 Wealth Plan Investment Management, LLC Portfolio

Follow Wealth Plan Investment 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 Wealth Plan Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email