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JCPB
2 quarters

Position history for Dynasty Wealth Management, LLC's holdings in J P MORGAN EXCHANGE TRADED F

Dynasty Wealth Management, LLC holds 4.4M shares of JCPB (J P MORGAN EXCHANGE TRADED F), worth $209.1M as of 2026-Q1. The position was increased (+19.2% shares). JCPB represents 1.8% of Dynasty Wealth Management, LLC's portfolio.

Current Value

$209.1M

Current Shares

4.4M

Total Value Change

+$32.7M

Total Shares Change

+715,921

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
4.4M
+19.2%
$209.1M1.8%$47.71
57
2025-Q4
New
3.7M
-
$176.4M1.7%$47.26
70

Other major holders of JCPB: HB Wealth Management, LLC, BANK OF AMERICA CORP /DE/, MORGAN STANLEY

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