Opes Wealth Management LLC J P Morgan Exchange Traded Fd Transaction History

Opes Wealth Management LLC

  • $553 Million
  • Q2 2025

A detailed history of Opes Wealth Management LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Opes Wealth Management LLC holds 12,274 shares of JPIE stock, worth $567,181. This represents 0.1% of its overall portfolio holdings.

Number of Shares
12,274
Previous 13,370 8.2%
Holding current value
$567,181
Previous $615,000 7.64%
% of portfolio
0.1%
Previous 0.13%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
SELL
$45.12 - $46.32 $49,451 - $50,766
-1,096 Reduced 8.2%
12,274 $568,000
Q1 2025

May 06, 2025
BUY
$45.46 - $46.18 $154,109 - $156,550
3,390 Added 33.97%
13,370 $615,000
Q4 2024

Jan 30, 2025
BUY
$45.59 - $46.25 $27,262 - $27,657
598 Added 6.37%
9,980 $455,000
Q3 2024

Oct 29, 2024
BUY
$45.17 - $46.39 $20,416 - $20,968
452 Added 5.06%
9,382 $435,000
Q2 2024

Aug 05, 2024
BUY
$44.81 - $45.47 $126,409 - $128,270
2,821 Added 46.18%
8,930 $405,000
Q1 2024

May 02, 2024
BUY
$45.21 - $45.87 $276,187 - $280,219
6,109 New
6,109 $278,000

Others Institutions Holding JPIE

# of Institutions
327
Shares Held
57.1M
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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