Fulcrum Equity Management J P Morgan Exchange Traded Fd Transaction History

Fulcrum Equity Management

$93.4 Million
Q2 2025

A detailed history of Fulcrum Equity Management transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Fulcrum Equity Management holds 5,933 shares of JPIE stock, worth $275,053. This represents 0.29% of its overall portfolio holdings.

Number of Shares

5,933

Holding current value

$275,053

% of portfolio

0.29%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 25, 2025	BUY	$45.12 - $46.32 $267,696 - $274,816	5,933 New	5,933 $274,000

Others Institutions Holding JPIE

# of Institutions

361

Shares Held

62.8M

Call Options Held

Put Options Held

Jpmorgan Chase & CO New York, NY

5.07M
Shares

$235 Million
0.02% of portfolio
Morgan Stanley New York, NY

3.81M
Shares

$176 Million
0.01% of portfolio
Savant Capital, LLC

3.21M
Shares

$149 Million
0.97% of portfolio
Heritage Financial Services, LLC

2.21M
Shares

$102 Million
10.05% of portfolio
Bank Of America Corp Charlotte, NC

2.16M
Shares

$100 Million
0.01% of portfolio

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About J P MORGAN EXCHANGE-TRADED FD

Ticker JPIE

More about JPIE

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Fulcrum Equity Management J P Morgan Exchange Traded Fd Transaction History