Pcg Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Pcg Wealth Advisors, LLC

$257 Million
Q4 2024

A detailed history of Pcg Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Pcg Wealth Advisors, LLC holds 46,194 shares of JMEE stock, worth $2.89 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares

46,194

Previous 44,103 4.74%

Holding current value

$2.89 Million

Previous $2.69 Million 3.91%

% of portfolio

1.09%

Previous 1.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$60.1 - $66.4 $125,669 - $138,842	2,091 Added 4.74%	46,194 $2.79 Million
Q3 2024 Oct 15, 2024	BUY	$55.81 - $61.01 $209,343 - $228,848	3,751 Added 9.3%	44,103 $2.69 Million
Q2 2024 Jul 15, 2024	BUY	$54.31 - $58.29 $391,303 - $419,979	7,205 Added 21.74%	40,352 $2.29 Million
Q1 2024 Apr 19, 2024	BUY	$51.82 - $58.53 $391,811 - $442,545	7,561 Added 29.55%	33,147 $1.94 Million
Q4 2023 Jan 29, 2024	BUY	$45.26 - $54.23 $201,044 - $240,889	4,442 Added 21.01%	25,586 $1.37 Million
Q3 2023 Oct 19, 2023	BUY	$47.85 - $52.47 $448,785 - $492,116	9,379 Added 79.72%	21,144 $1.02 Million
Q2 2023 Jul 20, 2023	BUY	$45.74 - $50.16 $538,131 - $590,132	11,765 New	11,765 $590,000

Others Institutions Holding JMEE

# of Institutions

128

Shares Held

18.1M

Call Options Held

Put Options Held

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JMEE
Sector ETFs
Industry ETFs

More about JMEE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pcg Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pcg Wealth Advisors, LLC with notifications on news.

Account

Pcg Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History