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

Morgan Rosel Wealth Management, LLC

  • $271 Million
  • Q2 2024

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 55,082 shares of JPIE stock, worth $2.55 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares
55,082
Previous 55,331 0.45%
Holding current value
$2.55 Million
Previous $2.52 Million 0.63%
% of portfolio
0.92%
Previous 0.94%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
203
Shares Held
26.4M
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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