A detailed history of Financial Advocates Investment Management transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Financial Advocates Investment Management holds 16,884 shares of JPIE stock, worth $772,274. This represents 0.04% of its overall portfolio holdings.

Number of Shares
16,884
Previous 13,235 27.57%
Holding current value
$772,274
Previous $601,000 30.28%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 25, 2024

BUY
$45.17 - $46.39 $164,825 - $169,277
3,649 Added 27.57%
16,884 $783,000
Q2 2024

Jul 26, 2024

BUY
$44.81 - $45.47 $593,060 - $601,795
13,235 New
13,235 $601,000
Q4 2023

Feb 08, 2024

SELL
$43.78 - $45.84 $244,204 - $255,695
-5,578 Reduced 45.74%
6,618 $301,000
Q3 2023

Oct 27, 2023

BUY
$44.22 - $45.5 $34,889 - $35,899
789 Added 6.92%
12,196 $541,000
Q2 2023

Aug 07, 2023

BUY
$45.13 - $45.92 $514,797 - $523,809
11,407 New
11,407 $515,000

Others Institutions Holding JPIE

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JPIE
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