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

Axxcess Wealth Management, LLC

$3.9 Billion
Q3 2024

A detailed history of Axxcess Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 36,942 shares of JPIE stock, worth $1.69 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

36,942

Previous 44,921 17.76%

Holding current value

$1.69 Million

Previous $2.04 Million 16.11%

% of portfolio

0.04%

Previous 0.06%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	SELL	$45.17 - $46.39 $360,411 - $370,145	-7,979 Reduced 17.76%	36,942 $1.71 Million
Q2 2024 Aug 09, 2024	SELL	$44.81 - $45.47 $1.41 Million - $1.43 Million	-31,440 Reduced 41.17%	44,921 $2.04 Million
Q1 2024 May 14, 2024	SELL	$45.21 - $45.87 $220,760 - $223,983	-4,883 Reduced 6.01%	76,361 $3.48 Million
Q4 2023 Feb 06, 2024	BUY	$43.78 - $45.84 $2.43 Million - $2.54 Million	55,450 Added 214.97%	81,244 $3.71 Million
Q3 2023 Nov 14, 2023	BUY	$44.22 - $45.5 $598,915 - $616,252	13,544 Added 110.56%	25,794 $1.15 Million
Q2 2023 Aug 08, 2023	BUY	$45.13 - $45.92 $552,842 - $562,520	12,250 New	12,250 $553,000

Others Institutions Holding JPIE

# of Institutions

233

Shares Held

35.7M

Call Options Held

Put Options Held

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About J P MORGAN EXCHANGE-TRADED FD

Ticker JPIE

More about JPIE

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