Wiser Wealth Management, Inc J P Morgan Exchange Traded Fd Transaction History

Wiser Wealth Management, Inc

$353 Million
Q1 2025

A detailed history of Wiser Wealth Management, Inc transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Wiser Wealth Management, Inc holds 949,295 shares of JCPB stock, worth $44 Million. This represents 12.61% of its overall portfolio holdings.

Number of Shares

949,295

Previous 891,562 6.48%

Holding current value

$44 Million

Previous $41.1 Million 8.48%

% of portfolio

12.61%

Previous 11.6%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$45.56 - $47.23 $2.63 Million - $2.73 Million	57,733 Added 6.48%	949,295 $44.6 Million
Q4 2024 Jan 14, 2025	SELL	$46.07 - $48.17 $1.82 Million - $1.9 Million	-39,425 Reduced 4.23%	891,562 $41.1 Million
Q3 2024 Oct 03, 2024	BUY	$45.87 - $48.53 $895,932 - $947,887	19,532 Added 2.14%	930,987 $44.9 Million
Q2 2024 Jul 22, 2024	BUY	$45.27 - $46.67 $2.01 Million - $2.07 Million	44,344 Added 5.11%	911,455 $42.2 Million
Q1 2024 Apr 19, 2024	BUY	$46.0 - $47.18 $39.9 Million - $40.9 Million	867,111 New	867,111 $40.5 Million

Others Institutions Holding JCPB

# of Institutions

344

Shares Held

95.7M

Call Options Held

Put Options Held

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About J P MORGAN EXCHANGE-TRADED FD

Ticker JCPB
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Wiser Wealth Management, Inc J P Morgan Exchange Traded Fd Transaction History