Capital Advisors Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History

Capital Advisors Wealth Management, LLC

  • $538 Million
  • Q3 2024

A detailed history of Capital Advisors Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 470,901 shares of JPIE stock, worth $21.5 Million. This represents 4.06% of its overall portfolio holdings.

Number of Shares
470,901
Previous 489,337 3.77%
Holding current value
$21.5 Million
Previous $22.2 Million 1.8%
% of portfolio
4.06%
Previous 4.41%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
SELL
$45.17 - $46.39 $832,754 - $855,246
-18,436 Reduced 3.77%
470,901 $21.8 Million
Q2 2024

Jul 16, 2024
BUY
$44.81 - $45.47 $113,234 - $114,902
2,527 Added 0.52%
489,337 $22.2 Million
Q1 2024

Apr 12, 2024
BUY
$45.21 - $45.87 $3.14 Million - $3.19 Million
69,528 Added 16.66%
486,810 $22.2 Million
Q4 2023

Jan 08, 2024
SELL
$43.78 - $45.84 $1.72 Million - $1.8 Million
-39,284 Reduced 8.6%
417,282 $19 Million
Q3 2023

Oct 10, 2023
BUY
$44.22 - $45.5 $3.19 Million - $3.28 Million
72,142 Added 18.77%
456,566 $20.3 Million
Q2 2023

Jul 11, 2023
BUY
$45.13 - $45.92 $554,963 - $564,678
12,297 Added 3.3%
384,424 $17.4 Million
Q1 2023

Apr 14, 2023
BUY
$44.82 - $46.38 $47,867 - $49,533
1,068 Added 0.29%
372,127 $17 Million
Q4 2022

Feb 09, 2023
BUY
$43.89 - $45.62 $1.28 Million - $1.33 Million
29,175 Added 8.53%
371,059 $16.7 Million
Q3 2022

Nov 14, 2022
SELL
$44.23 - $47.08 $112,167 - $119,394
-2,536 Reduced 0.74%
341,884 $15.1 Million
Q2 2022

Aug 04, 2022
BUY
$45.56 - $48.41 $15,034 - $15,975
330 Added 0.1%
344,420 $15.8 Million
Q1 2022

May 09, 2022
BUY
$47.79 - $50.22 $16.4 Million - $17.3 Million
344,090 New
344,090 $16.5 Million

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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