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JCPBJCPB
3 quarters

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

Dynasty Wealth Management, LLC holds 5M shares of JCPB (J P MORGAN EXCHANGE TRADED F), worth $235.6M as of 2026-Q2. The position was increased (+13.0% shares). JCPB represents 1.8% of Dynasty Wealth Management, LLC's portfolio.

Current Value

$235.6M

Current Shares

5M

Total Value Change

+$59.2M

Total Shares Change

+1.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
5M
+13.0%
$235.6M1.8%$46.57
55
2026-Q1
Increased
4.4M
+19.2%
$209.1M1.8%$46.15
57
2025-Q4
New
3.7M
-
$176.4M1.7%$46.04
70

Other major holders of JCPB: HB Wealth Management, LLC, MORGAN STANLEY

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