A detailed history of Omni 360 Wealth, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Omni 360 Wealth, Inc. holds 57,771 shares of JPIE stock, worth $2.66 Million. This represents 1.56% of its overall portfolio holdings.

Number of Shares
57,771
Previous 49,364 17.03%
Holding current value
$2.66 Million
Previous $2.25 Billion 18.19%
% of portfolio
1.56%
Previous 1.41%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025

BUY
$45.46 - $46.18 $382,182 - $388,235
8,407 Added 17.03%
57,771 $2.66 Billion
Q4 2024

Feb 14, 2025

BUY
$45.59 - $46.25 $218,968 - $222,138
4,803 Added 10.78%
49,364 $2.25 Billion
Q3 2024

Oct 24, 2024

BUY
$45.17 - $46.39 $339,497 - $348,667
7,516 Added 20.29%
44,561 $2.07 Billion
Q2 2024

Jul 19, 2024

BUY
$44.81 - $45.47 $693,434 - $703,648
15,475 Added 71.74%
37,045 $1.68 Billion
Q1 2024

Apr 19, 2024

BUY
$45.21 - $45.87 $331,524 - $336,364
7,333 Added 51.51%
21,570 $983 Million
Q4 2023

Feb 08, 2024

BUY
$43.78 - $45.84 $623,295 - $652,624
14,237 New
14,237 $649 Million

Others Institutions Holding JPIE

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JPIE
More about JPIE
Track This Portfolio

Track Omni 360 Wealth, Inc. Portfolio

Follow Omni 360 Wealth, Inc. 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 Omni 360 Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Omni 360 Wealth, Inc. with notifications on news.