Morgan Rosel Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History

Morgan Rosel Wealth Management, LLC

  • $366 Million
  • Q3 2025

A detailed history of Morgan Rosel Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Morgan Rosel Wealth Management, LLC holds 147,741 shares of JPIE stock, worth $6.83 Million. This represents 1.87% of its overall portfolio holdings.

Number of Shares
147,741
Previous 120,634 22.47%
Holding current value
$6.83 Million
Previous $5.59 Million 22.71%
% of portfolio
1.87%
Previous 1.6%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
BUY
$46.01 - $46.55 $1.25 Million - $1.26 Million
27,107 Added 22.47%
147,741 $6.86 Million
Q2 2025

Jul 31, 2025
BUY
$45.12 - $46.32 $754,632 - $774,702
16,725 Added 16.1%
120,634 $5.59 Million
Q1 2025

Apr 25, 2025
BUY
$45.46 - $46.18 $2.08 Million - $2.11 Million
45,664 Added 78.4%
103,909 $4.79 Million
Q4 2024

Feb 04, 2025
BUY
$45.59 - $46.25 $75,542 - $76,636
1,657 Added 2.93%
58,245 $2.66 Million
Q3 2024

Oct 10, 2024
BUY
$45.17 - $46.39 $68,026 - $69,863
1,506 Added 2.73%
56,588 $2.63 Million
Q2 2024

Jul 15, 2024
SELL
$44.81 - $45.47 $11,157 - $11,322
-249 Reduced 0.45%
55,082 $2.5 Million
Q1 2024

Apr 17, 2024
BUY
$45.21 - $45.87 $1.56 Million - $1.58 Million
34,493 Added 165.53%
55,331 $2.52 Million
Q4 2023

Jan 19, 2024
BUY
$43.78 - $45.84 $235,580 - $246,665
5,381 Added 34.81%
20,838 $950,000
Q3 2023

Oct 27, 2023
BUY
$44.22 - $45.5 $156,981 - $161,525
3,550 Added 29.81%
15,457 $686,000
Q2 2023

Aug 04, 2023
BUY
$45.13 - $45.92 $120,767 - $122,881
2,676 Added 28.99%
11,907 $538,000
Q1 2023

Apr 12, 2023
BUY
$44.82 - $46.38 $413,733 - $428,133
9,231 New
9,231 $422,000

Others Institutions Holding JPIE

# of Institutions
385
Shares Held
79.5M
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 Morgan Rosel Wealth Management, LLC Portfolio

Follow Morgan Rosel Wealth Management, LLC 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 Morgan Rosel Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Morgan Rosel Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email