A detailed history of Pensionmark Financial Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 13,041 shares of JPIE stock, worth $595,321. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13,041
Previous 9,162 42.34%
Holding current value
$595,321
Previous $416,000 45.19%
% of portfolio
0.0%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$45.17 - $46.39 $175,214 - $179,946
3,879 Added 42.34%
13,041 $604,000
Q2 2024

Aug 14, 2024

BUY
$44.81 - $45.47 $44,048 - $44,697
983 Added 12.02%
9,162 $416,000
Q1 2024

May 15, 2024

BUY
$45.21 - $45.87 $84,090 - $85,318
1,860 Added 29.44%
8,179 $372,000
Q4 2023

Feb 14, 2024

BUY
$43.78 - $45.84 $276,645 - $289,662
6,319 New
6,319 $288,000

Others Institutions Holding JPIE

About J P MORGAN EXCHANGE-TRADED FD


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