Kingswood Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Kingswood Wealth Advisors, LLC

  • $2.62 Trillion
  • Q1 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 10,745 shares of JPIE stock, worth $494,592. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,745
Previous 46,921 77.1%
Holding current value
$494,592
Previous $2.14 Billion 76.87%
% of portfolio
0.02%
Previous 0.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
SELL
$45.46 - $46.18 $1.64 Million - $1.67 Million
-36,176 Reduced 77.1%
10,745 $495 Million
Q4 2024

Jan 22, 2025
SELL
$45.59 - $46.25 $239,301 - $242,766
-5,249 Reduced 10.06%
46,921 $2.14 Billion
Q3 2024

Oct 21, 2024
BUY
$45.17 - $46.39 $2.36 Million - $2.42 Million
52,170 New
52,170 $2.42 Billion

Others Institutions Holding JPIE

# of Institutions
288
Shares Held
45.2M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JPIE Quotes by TradingView
  • Ticker JPIE
More about JPIE
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