Mount Yale Investment Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Mount Yale Investment Advisors, LLC

$1.21 Billion
Q2 2025

A detailed history of Mount Yale Investment Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 310,331 shares of JPIE stock, worth $14.4 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares

310,331

Previous 321,134 3.36%

Holding current value

$14.4 Million

Previous $14.8 Million 2.84%

% of portfolio

1.19%

Previous 1.33%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	SELL	$45.12 - $46.32 $487,431 - $500,394	-10,803 Reduced 3.36%	310,331 $14.4 Million
Q1 2025 Apr 16, 2025	BUY	$45.46 - $46.18 $666,761 - $677,322	14,667 Added 4.79%	321,134 $14.8 Million
Q4 2024 Jan 22, 2025	BUY	$45.59 - $46.25 $1.01 Million - $1.03 Million	22,226 Added 7.82%	306,467 $14 Million
Q3 2024 Oct 23, 2024	BUY	$45.17 - $46.39 $789,210 - $810,526	17,472 Added 6.55%	284,241 $13.2 Million
Q2 2024 Aug 13, 2024	BUY	$44.81 - $45.47 $441,288 - $447,788	9,848 Added 3.83%	266,769 $12.1 Million
Q1 2024 May 15, 2024	BUY	$45.21 - $45.87 $422,442 - $428,609	9,344 Added 3.77%	256,921 $11.7 Million
Q4 2023 Feb 12, 2024	BUY	$43.78 - $45.84 $10.8 Million - $11.3 Million	247,577 New	247,577 $11.3 Million

Others Institutions Holding JPIE

# of Institutions

366

Shares Held

68.6M

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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Mount Yale Investment Advisors, LLC J P Morgan Exchange Traded Fd Transaction History