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

Jfs Wealth Advisors, LLC

$1.46 Billion
Q4 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 8,250 shares of JPIE stock, worth $377,932. This represents 0.03% of its overall portfolio holdings.

Number of Shares

8,250

Previous 6,750 22.22%

Holding current value

$377,932

Previous $313,000 20.13%

% of portfolio

0.03%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$45.59 - $46.25 $68,385 - $69,375	1,500 Added 22.22%	8,250 $376,000
Q3 2024 Oct 25, 2024	BUY	$45.17 - $46.39 $79,047 - $81,182	1,750 Added 35.0%	6,750 $313,000
Q2 2024 Jul 15, 2024	BUY	$44.81 - $45.47 $24,645 - $25,008	550 Added 12.36%	5,000 $227,000
Q1 2024 Apr 30, 2024	BUY	$45.21 - $45.87 $11,302 - $11,467	250 Added 5.95%	4,450 $202,000
Q4 2023 Feb 07, 2024	BUY	$43.78 - $45.84 $19,701 - $20,628	450 Added 12.0%	4,200 $191,000
Q2 2023 Aug 07, 2023	BUY	$45.13 - $45.92 $6,769 - $6,888	150 Added 4.17%	3,750 $169,000
Q1 2023 Apr 19, 2023	BUY	$44.82 - $46.38 $4,482 - $4,638	100 Added 2.86%	3,600 $164,000
Q4 2022 Feb 13, 2023	BUY	$43.89 - $45.62 $153,615 - $159,670	3,500 New	3,500 $157,000

Others Institutions Holding JPIE

# of Institutions

251

Shares Held

37.5M

Call Options Held

Put Options Held

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About J P MORGAN EXCHANGE-TRADED FD

Ticker JPIE

More about JPIE

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