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

Bernardo Wealth Planning LLC

$359 Million
Q1 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 139,624 shares of JPIE stock, worth $6.35 Million. This represents 1.77% of its overall portfolio holdings.

Number of Shares

139,624

Previous 124,214 12.41%

Holding current value

$6.35 Million

Previous $5.67 Million 12.29%

% of portfolio

1.77%

Previous 1.79%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$44.03 - $45.62 $3.49 Million - $3.61 Million	79,152 New	79,152 $3.57 Million

Others Institutions Holding JPIE

# of Institutions

181

Shares Held

20.5M

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