Investment Planning Advisors, Inc. J P Morgan Exchange Traded Fd Transaction History

Investment Planning Advisors, Inc.

  • $203 Million
  • Q2 2025

A detailed history of Investment Planning Advisors, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 20,477 shares of JPIE stock, worth $946,446. This represents 0.47% of its overall portfolio holdings.

Number of Shares
20,477
Previous 226,169 90.95%
Holding current value
$946,446
Previous $10.4 Million 90.9%
% of portfolio
0.47%
Previous 5.15%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
SELL
$45.12 - $46.32 $9.28 Million - $9.53 Million
-205,692 Reduced 90.95%
20,477 $948,000
Q1 2025

Apr 22, 2025
BUY
$45.46 - $46.18 $268,077 - $272,323
5,897 Added 2.68%
226,169 $10.4 Million
Q4 2024

Jan 22, 2025
BUY
$45.59 - $46.25 $4.46 Million - $4.53 Million
97,886 Added 79.98%
220,272 $10 Million
Q2 2024

Jul 22, 2024
BUY
$44.81 - $45.47 $5.48 Million - $5.56 Million
122,386 New
122,386 $5.56 Billion

Others Institutions Holding JPIE

# of Institutions
348
Shares Held
60.1M
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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