Richard W. Paul & Associates, LLC J P Morgan Exchange Traded Fd Transaction History

Richard W. Paul & Associates, LLC

$277 Billion
Q2 2025

A detailed history of Richard W. Paul & Associates, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Richard W. Paul & Associates, LLC holds 199,408 shares of JPIE stock, worth $9.24 Million. This represents 3.34% of its overall portfolio holdings.

Number of Shares

199,408

Previous 195,818 1.83%

Holding current value

$9.24 Million

Previous $9.02 Billion 2.39%

% of portfolio

3.34%

Previous 3.54%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$45.12 - $46.32 $161,980 - $166,288	3,590 Added 1.83%	199,408 $9.24 Billion
Q1 2025 May 12, 2025	BUY	$45.46 - $46.18 $17,092 - $17,363	376 Added 0.19%	195,818 $9.02 Billion
Q4 2024 Feb 05, 2025	BUY	$45.59 - $46.25 $258,267 - $262,006	5,665 Added 2.99%	195,442 $8.92 Billion
Q3 2024 Oct 17, 2024	BUY	$45.17 - $46.39 $7.45 Million - $7.65 Million	164,879 Added 662.22%	189,777 $8.8 Billion
Q2 2024 Jul 23, 2024	BUY	$44.81 - $45.47 $248,829 - $252,494	5,553 Added 28.71%	24,898 $1.13 Billion
Q1 2024 May 14, 2024	BUY	$45.21 - $45.87 $193,227 - $196,048	4,274 Added 28.36%	19,345 $881 Million
Q4 2023 Jan 23, 2024	BUY	$43.78 - $45.84 $46,187 - $48,361	1,055 Added 7.53%	15,071 $687 Million
Q3 2023 Oct 12, 2023	BUY	$44.22 - $45.5 $88,218 - $90,772	1,995 Added 16.6%	14,016 $622 Million
Q2 2023 Jul 25, 2023	BUY	$45.13 - $45.92 $542,507 - $552,004	12,021 New	12,021 $543 Million

Others Institutions Holding JPIE

# of Institutions

366

Shares Held

68.6M

Call Options Held

Put Options Held

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About J P MORGAN EXCHANGE-TRADED FD

Ticker JPIE

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Richard W. Paul & Associates, LLC J P Morgan Exchange Traded Fd Transaction History