Bernardo Wealth Planning LLC J P Morgan Exchange Traded Fd Transaction History

Bernardo Wealth Planning LLC

$422 Million
Q4 2024

A detailed history of Bernardo Wealth Planning LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 201,467 shares of JPIE stock, worth $9.23 Million. This represents 2.18% of its overall portfolio holdings.

Number of Shares

201,467

Previous 186,944 7.77%

Holding current value

$9.23 Million

Previous $8.61 Million 6.72%

% of portfolio

2.18%

Previous 2.09%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$45.59 - $46.25 $662,103 - $671,688	14,523 Added 7.77%	201,467 $9.19 Million
Q3 2024 Oct 18, 2024	BUY	$45.17 - $46.39 $1.06 Million - $1.09 Million	23,469 Added 14.36%	186,944 $8.61 Million
Q2 2024 Jul 10, 2024	BUY	$44.81 - $45.47 $1.07 Million - $1.08 Million	23,851 Added 17.08%	163,475 $7.43 Million
Q1 2024 May 07, 2024	BUY	$45.21 - $45.87 $696,686 - $706,856	15,410 Added 12.41%	139,624 $6.36 Million
Q4 2023 Jan 25, 2024	BUY	$43.78 - $45.84 $1.02 Million - $1.07 Million	23,274 Added 23.06%	124,214 $5.67 Million
Q3 2023 Oct 30, 2023	BUY	$44.22 - $45.5 $295,256 - $303,803	6,677 Added 7.08%	100,940 $4.48 Million
Q2 2023 Jul 21, 2023	BUY	$45.13 - $45.92 $502,567 - $511,365	11,136 Added 13.4%	94,263 $4.26 Million
Q1 2023 May 05, 2023	BUY	$44.82 - $46.38 $178,159 - $184,360	3,975 Added 5.02%	83,127 $3.81 Million
Q4 2022 Jan 30, 2023	BUY	$43.89 - $45.62 $3.47 Million - $3.61 Million	79,152 New	79,152 $3.57 Million

Others Institutions Holding JPIE

# of Institutions

240

Shares Held

36.2M

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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Bernardo Wealth Planning LLC J P Morgan Exchange Traded Fd Transaction History