Legacy Wealth Managment, Llc/Id J P Morgan Exchange Traded Fd Transaction History

Legacy Wealth Managment, Llc/Id

  • $139 Million
  • Q4 2024

A detailed history of Legacy Wealth Managment, Llc/Id transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 75,089 shares of JPIE stock, worth $3.45 Million. This represents 2.46% of its overall portfolio holdings.

Number of Shares
75,089
Previous 83,645 10.23%
Holding current value
$3.45 Million
Previous $3.88 Million 11.73%
% of portfolio
2.46%
Previous 2.73%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$45.59 - $46.25 $390,068 - $395,715
-8,556 Reduced 10.23%
75,089 $3.43 Million
Q3 2024

Nov 15, 2024
BUY
$45.17 - $46.39 $3.78 Million - $3.88 Million
83,645 New
83,645 $3.88 Million

Others Institutions Holding JPIE

# of Institutions
273
Shares Held
41.7M
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
Track This Portfolio

Track Legacy Wealth Managment, Llc/Id Portfolio

Follow Legacy Wealth Managment, Llc/Id and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Wealth Managment, Llc/Id, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Managment, Llc/Id with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email