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

Beta Wealth Group, Inc.

  • $199 Million
  • Q1 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 92,334 shares of JPRE stock, worth $4.42 Million. This represents 2.24% of its overall portfolio holdings.

Number of Shares
92,334
Previous 63,750 44.84%
Holding current value
$4.42 Million
Previous $3.01 Million 47.64%
% of portfolio
2.24%
Previous 1.46%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
BUY
$45.34 - $49.96 $1.3 Million - $1.43 Million
28,584 Added 44.84%
92,334 $4.45 Million
Q4 2024

Jan 31, 2025
BUY
$46.45 - $51.64 $79,011 - $87,839
1,701 Added 2.74%
63,750 $3.01 Million
Q3 2024

Nov 01, 2024
BUY
$43.9 - $51.94 $184,862 - $218,719
4,211 Added 7.28%
62,049 $3.16 Million
Q2 2024

Aug 12, 2024
BUY
$40.42 - $44.21 $1.23 Million - $1.35 Million
30,442 Added 111.12%
57,838 $2.55 Million
Q1 2024

May 14, 2024
BUY
$42.5 - $45.41 $196,945 - $210,429
4,634 Added 20.36%
27,396 $1.2 Million
Q4 2023

Feb 09, 2024
BUY
$37.09 - $45.47 $261,781 - $320,927
7,058 Added 44.94%
22,762 $1.02 Million
Q3 2023

Nov 13, 2023
BUY
$38.34 - $44.1 $22,045 - $25,357
575 Added 3.8%
15,704 $611,000
Q2 2023

Aug 11, 2023
BUY
$39.81 - $42.66 $88,179 - $94,491
2,215 Added 17.15%
15,129 $641,000
Q1 2023

May 09, 2023
BUY
$39.19 - $46.82 $506,099 - $604,633
12,914 New
12,914 $545,000
Q3 2022

Nov 01, 2022
SELL
$42.33 - $53.86 $762,828 - $970,611
-18,021 Reduced 76.5%
5,537 $237,000
Q2 2022

Aug 05, 2022
BUY
$46.32 - $52.74 $1.09 Million - $1.24 Million
23,558 New
23,558 $1.14 Million

Others Institutions Holding JPRE

# of Institutions
53
Shares Held
7.07M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JPRE Quotes by TradingView
  • Ticker JPRE
  • Sector ETFs
  • Industry ETFs
More about JPRE
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