Altus Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History

Altus Wealth Management, LLC

  • $212 Million
  • Q3 2024

A detailed history of Altus Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Altus Wealth Management, LLC holds 35,584 shares of JPIE stock, worth $1.63 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
35,584
Previous 29,364 21.18%
Holding current value
$1.63 Million
Previous $1.33 Million 23.69%
% of portfolio
0.78%
Previous 0.64%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
BUY
$45.17 - $46.39 $280,957 - $288,545
6,220 Added 21.18%
35,584 $1.65 Million
Q2 2024

Jul 19, 2024
SELL
$44.81 - $45.47 $15,369 - $15,596
-343 Reduced 1.15%
29,364 $1.33 Million
Q1 2024

Apr 15, 2024
BUY
$45.21 - $45.87 $615,805 - $624,795
13,621 Added 84.68%
29,707 $1.35 Million
Q4 2023

Jan 25, 2024
BUY
$43.78 - $45.84 $27,362 - $28,650
625 Added 4.04%
16,086 $733,000
Q3 2023

Oct 16, 2023
BUY
$44.22 - $45.5 $683,685 - $703,475
15,461 New
15,461 $686,000

Others Institutions Holding JPIE

# of Institutions
233
Shares Held
35.7M
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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