Concourse Financial Group Securities, Inc. J P Morgan Exchange Traded Fd Transaction History

Concourse Financial Group Securities, Inc.

$0
Q1 2025

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$54.51 - $63.63 $2.66 Million - $3.11 Million	-48,820 Closed	0 $0
Q4 2024 Feb 13, 2025	BUY	$60.1 - $66.4 $438,008 - $483,923	7,288 Added 17.55%	48,820 $2.95 Million
Q3 2024 Oct 10, 2024	BUY	$55.81 - $61.01 $477,454 - $521,940	8,555 Added 25.94%	41,532 $2.53 Million
Q2 2024 Jul 23, 2024	BUY	$54.31 - $58.29 $664,754 - $713,469	12,240 Added 59.02%	32,977 $1.87 Million
Q1 2024 Apr 30, 2024	BUY	$51.82 - $58.53 $1.01 Million - $1.14 Million	19,425 Added 1480.56%	20,737 $1.21 Million
Q4 2023 Feb 07, 2024	BUY	$45.26 - $54.23 $59,381 - $71,149	1,312 New	1,312 $70,000
Q3 2023 Oct 30, 2023	BUY	$47.85 - $52.47 $0 - $0	0 New	0 $0
Q3 2023 Oct 25, 2023	BUY	$47.85 - $52.47 $0 - $0	0 New	0 $0
Q2 2023 Aug 10, 2023	BUY	$45.74 - $50.16 $0 - $0	0 New	0 $0
Q1 2023 May 15, 2023	BUY	$45.5 - $51.91 $0 - $0	0 New	0 $0
Q4 2022 Jan 30, 2023	BUY	$45.28 - $52.08 $0 - $0	0 New	0 $0
Q3 2022 Nov 15, 2022	BUY	$44.33 - $53.16 $0 - $0	0 New	0 $0
Q2 2022 Aug 09, 2022	BUY	$44.5 - $52.09 $0 - $0	0 New	0 $0

Others Institutions Holding JMEE

# of Institutions

155

Shares Held

22.7M

Call Options Held

Put Options Held

Jpmorgan Chase & CO New York, NY

10.5M
Shares

$601 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

1.75M
Shares

$100 Million
0.04% of portfolio
Crestwood Advisors Group LLC

1.14M
Shares

$65 Million
1.25% of portfolio
Syntegra Private Wealth Group, LLC Chesterfield, MO

756K
Shares

$43.2 Million
4.95% of portfolio
Great Valley Advisor Group, Inc.

691K
Shares

$39.5 Million
0.94% of portfolio

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About J P MORGAN EXCHANGE-TRADED FD

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