Burt Wealth Advisors J P Morgan Exchange Traded Fd Transaction History

Burt Wealth Advisors

  • $399 Million
  • Q3 2024

A detailed history of Burt Wealth Advisors transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Burt Wealth Advisors holds 5,681 shares of JPIE stock, worth $259,962. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,681
Previous 5,681 -0.0%
Holding current value
$259,962
Previous $258,000 1.94%
% of portfolio
0.07%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 01, 2024
SELL
$43.78 - $45.84 $513,626 - $537,794
-11,732 Reduced 67.37%
5,681 $259,000
Q2 2023

Jul 18, 2023
SELL
$45.13 - $45.92 $18,052 - $18,368
-400 Reduced 2.25%
17,413 $787,000
Q1 2023

Apr 13, 2023
SELL
$44.82 - $46.38 $69,919 - $72,352
-1,560 Reduced 8.05%
17,813 $815,000
Q4 2022

Jan 17, 2023
BUY
$43.89 - $45.62 $475,504 - $494,247
10,834 Added 126.88%
19,373 $874,000
Q3 2022

Oct 11, 2022
BUY
$44.23 - $47.08 $11,278 - $12,005
255 Added 3.08%
8,539 $378,000
Q2 2022

Jul 29, 2022
BUY
$45.56 - $48.41 $377,419 - $401,028
8,284 New
8,284 $380,000

Others Institutions Holding JPIE

# of Institutions
235
Shares Held
35.7M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JPIE Quotes by TradingView
  • Ticker JPIE
More about JPIE
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