A detailed history of Creative One Wealth, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Creative One Wealth, LLC holds 36,878 shares of JPIE stock, worth $1.68 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
36,878
Previous 30,654 20.3%
Holding current value
$1.68 Million
Previous $1.39 Million 22.67%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Nov 13, 2024

BUY
$45.17 - $46.39 $281,138 - $288,731
6,224 Added 20.3%
36,878 $1.71 Million
Q2 2024

Aug 14, 2024

BUY
$44.81 - $45.47 $97,596 - $99,033
2,178 Added 7.65%
30,654 $1.39 Million
Q1 2024

May 14, 2024

BUY
$45.21 - $45.87 $237,895 - $241,367
5,262 Added 22.67%
28,476 $1.3 Million
Q4 2023

Feb 09, 2024

SELL
$43.78 - $45.84 $161,679 - $169,287
-3,693 Reduced 13.73%
23,214 $1.06 Million
Q3 2023

Oct 17, 2023

BUY
$44.22 - $45.5 $55,805 - $57,421
1,262 Added 4.92%
26,907 $1.2 Million
Q2 2023

Aug 16, 2023

BUY
$45.13 - $45.92 $1.16 Million - $1.18 Million
25,645 New
25,645 $1.16 Million

Others Institutions Holding JPIE

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JPIE
More about JPIE
Track This Portfolio

Track Creative One Wealth, LLC Portfolio

Follow Creative One Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative One Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Creative One Wealth, LLC with notifications on news.