Patriot Financial Group Insurance Agency, LLC J P Morgan Exchange Traded Fd Transaction History

Patriot Financial Group Insurance Agency, LLC

$685 Million
Q1 2025

A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 59,000 shares of JPIE stock, worth $2.72 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

59,000

Previous 47,944 23.06%

Holding current value

$2.72 Million

Previous $2.19 Million 24.14%

% of portfolio

0.4%

Previous 0.31%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$45.46 - $46.18 $502,605 - $510,566	11,056 Added 23.06%	59,000 $2.72 Million
Q4 2024 Jan 22, 2025	BUY	$45.59 - $46.25 $167,953 - $170,385	3,684 Added 8.32%	47,944 $2.19 Million
Q3 2024 Oct 24, 2024	BUY	$45.17 - $46.39 $1.1 Million - $1.13 Million	24,326 Added 122.03%	44,260 $2.05 Million
Q2 2024 Jul 26, 2024	BUY	$44.81 - $45.47 $114,355 - $116,039	2,552 Added 14.68%	19,934 $906,000
Q1 2024 Apr 30, 2024	BUY	$45.21 - $45.87 $123,468 - $125,270	2,731 Added 18.64%	17,382 $791,000
Q4 2023 Jan 19, 2024	BUY	$43.78 - $45.84 $641,420 - $671,601	14,651 New	14,651 $668,000
Q2 2022 Jul 29, 2022	BUY	$45.56 - $48.41 $455 - $484	10 New	10 $0

Others Institutions Holding JPIE

# of Institutions

307

Shares Held

52.6M

Call Options Held

Put Options Held

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About J P MORGAN EXCHANGE-TRADED FD

Ticker JPIE

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Patriot Financial Group Insurance Agency, LLC J P Morgan Exchange Traded Fd Transaction History