Legacy Financial Strategies, LLC J P Morgan Exchange Traded Fd Transaction History

Legacy Financial Strategies, LLC

$461 Million
Q4 2024

A detailed history of Legacy Financial Strategies, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Legacy Financial Strategies, LLC holds 6,920 shares of JPIE stock, worth $319,565. This represents 0.07% of its overall portfolio holdings.

Number of Shares

6,920

Previous 6,588 5.04%

Holding current value

$319,565

Previous $305,000 3.28%

% of portfolio

0.07%

Previous 0.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$45.59 - $46.25 $15,135 - $15,355	332 Added 5.04%	6,920 $315,000
Q3 2024 Oct 18, 2024	BUY	$45.17 - $46.39 $52,577 - $53,997	1,164 Added 21.46%	6,588 $305,000
Q2 2024 Jul 10, 2024	SELL	$44.81 - $45.47 $12,412 - $12,595	-277 Reduced 4.86%	5,424 $246,000
Q1 2024 Apr 10, 2024	BUY	$45.21 - $45.87 $22,152 - $22,476	490 Added 9.4%	5,701 $259,000
Q4 2023 Feb 01, 2024	SELL	$43.78 - $45.84 $24,429 - $25,578	-558 Reduced 9.67%	5,211 $237,000
Q3 2023 Nov 13, 2023	BUY	$44.22 - $45.5 $255,105 - $262,489	5,769 New	5,769 $256,000

Others Institutions Holding JPIE

# of Institutions

273

Shares Held

41.7M

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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Legacy Financial Strategies, LLC J P Morgan Exchange Traded Fd Transaction History