Beta Wealth Group, Inc. J P Morgan Exchange Traded Fd Transaction History

Beta Wealth Group, Inc.

$187 Million
Q3 2025

A detailed history of Beta Wealth Group, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 15,401 shares of JPIE stock, worth $711,988. This represents 0.38% of its overall portfolio holdings.

Number of Shares

15,401

Holding current value

$711,988

% of portfolio

0.38%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 07, 2025	BUY	$46.01 - $46.55 $708,600 - $716,916	15,401 New	15,401 $714,000

Others Institutions Holding JPIE

# of Institutions

384

Shares Held

79M

Call Options Held

Put Options Held

Jpmorgan Chase & CO New York, NY

7.43M
Shares

$343 Million
0.02% of portfolio
Morgan Stanley New York, NY

5.4M
Shares

$249 Million
0.02% of portfolio
Sequoia Financial Advisors, LLC

4.61M
Shares

$213 Million
1.46% of portfolio
Savant Capital, LLC

3.54M
Shares

$164 Million
0.92% of portfolio
Wells Fargo & Company San Francisco, CA

2.58M
Shares

$119 Million
0.02% of portfolio

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JPIE

More about JPIE

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Beta Wealth Group, Inc. J P Morgan Exchange Traded Fd Transaction History