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

Fsm Wealth Advisors, LLC

  • $377 Million
  • Q3 2024

A detailed history of Fsm Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 10,927 shares of JPIE stock, worth $500,893. This represents 0.13% of its overall portfolio holdings.

Number of Shares
10,927
Previous 10,927 -0.0%
Holding current value
$500,893
Previous $496,000 2.02%
% of portfolio
0.13%
Previous 0.17%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$45.21 - $45.87 $1,265 - $1,284
28 Added 0.26%
10,927 $497,000
Q4 2023

May 14, 2024
BUY
$43.78 - $45.84 $71,230 - $74,581
1,627 Added 17.55%
10,899 $497,000
Q2 2023

Jul 12, 2023
BUY
$45.13 - $45.92 $1,037 - $1,056
23 Added 0.25%
9,272 $419,000
Q1 2023

Apr 24, 2023
BUY
$44.82 - $46.38 $99,724 - $103,195
2,225 Added 31.68%
9,249 $423,000
Q3 2022

Oct 24, 2022
BUY
$44.23 - $47.08 $92,794 - $98,773
2,098 Added 42.59%
7,024 $311,000
Q2 2022

Aug 12, 2022
BUY
$45.56 - $48.41 $224,428 - $238,467
4,926 New
4,926 $231,000

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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