Confluence Wealth Services, Inc. J P Morgan Exchange Traded Fd Transaction History

Confluence Wealth Services, Inc.

  • $1.52 Billion
  • Q1 2025

A detailed history of Confluence Wealth Services, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 8,455 shares of JPIE stock, worth $388,507. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,455
Previous 5,675 48.99%
Holding current value
$388,507
Previous $258,000 50.78%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Apr 24, 2025
BUY
$45.46 - $46.18 $126,378 - $128,380
2,780 Added 48.99%
8,455 $389,000
Q4 2024

Jan 27, 2025
BUY
$45.59 - $46.25 $11,443 - $11,608
251 Added 4.63%
5,675 $258,000
Q3 2024

Oct 29, 2024
BUY
$45.17 - $46.39 $245,002 - $251,619
5,424 New
5,424 $251,000

Others Institutions Holding JPIE

# of Institutions
305
Shares Held
52.5M
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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