Perigon Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History

Perigon Wealth Management, LLC

$3.82 Billion
Q1 2025

A detailed history of Perigon Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 156,885 shares of JPIE stock, worth $7.22 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

156,885

Previous 101,335 54.82%

Holding current value

$7.22 Million

Previous $4.62 Million 56.36%

% of portfolio

0.19%

Previous 0.12%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$45.46 - $46.18 $2.53 Million - $2.57 Million	55,550 Added 54.82%	156,885 $7.23 Million
Q4 2024 Jan 22, 2025	BUY	$45.59 - $46.25 $2.89 Million - $2.93 Million	63,342 Added 166.72%	101,335 $4.62 Million
Q3 2024 Oct 16, 2024	BUY	$45.17 - $46.39 $254,126 - $260,990	5,626 Added 17.38%	37,993 $1.76 Million
Q2 2024 Aug 02, 2024	BUY	$44.81 - $45.47 $782,472 - $793,997	17,462 Added 117.16%	32,367 $1.47 Million
Q1 2024 Apr 29, 2024	BUY	$45.21 - $45.87 $180,659 - $183,296	3,996 Added 36.63%	14,905 $679,000
Q4 2023 Jan 29, 2024	BUY	$43.78 - $45.84 $477,596 - $500,068	10,909 New	10,909 $497,000

Others Institutions Holding JPIE

# of Institutions

305

Shares Held

52.4M

Call Options Held

Put Options Held

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About J P MORGAN EXCHANGE-TRADED FD

Ticker JPIE

More about JPIE

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Perigon Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History