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

Jfs Wealth Advisors, LLC

  • $1.56 Billion
  • Q2 2025

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 6,000 shares of JPIE stock, worth $278,160. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,000
Previous 7,500 20.0%
Holding current value
$278,160
Previous $345,000 19.71%
% of portfolio
0.02%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
SELL
$45.12 - $46.32 $67,680 - $69,480
-1,500 Reduced 20.0%
6,000 $277,000
Q1 2025

Apr 22, 2025
SELL
$45.46 - $46.18 $34,095 - $34,635
-750 Reduced 9.09%
7,500 $345,000
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
356
Shares Held
61.4M
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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