Wealthspire Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Wealthspire Advisors, LLC

  • $18.8 Billion
  • Q3 2025

A detailed history of Wealthspire Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 18,271 shares of JCPB stock, worth $865,679. This represents 0.0% of its overall portfolio holdings.

Number of Shares
18,271
Previous 20,073 8.98%
Holding current value
$865,679
Previous $944,000 8.05%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Nov 13, 2025
SELL
$46.37 - $47.77 $83,558 - $86,081
-1,802 Reduced 8.98%
18,271 $868,000
Q2 2025

Aug 11, 2025
SELL
$45.9 - $47.2 $159,364 - $163,878
-3,472 Reduced 14.75%
20,073 $944,000
Q1 2025

May 09, 2025
BUY
$45.56 - $47.23 $69,160 - $71,695
1,518 Added 6.89%
23,545 $1.11 Million
Q4 2024

Feb 03, 2025
SELL
$46.07 - $48.17 $1.04 Million - $1.09 Million
-22,661 Reduced 50.71%
22,027 $1.01 Million
Q3 2024

Nov 13, 2024
BUY
$45.87 - $48.53 $2.05 Million - $2.17 Million
44,688 New
44,688 $2.16 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
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