Schneider Downs Wealth Management Advisors, LP J P Morgan Exchange Traded Fd Transaction History

Schneider Downs Wealth Management Advisors, LP

  • $536 Million
  • Q1 2025

A detailed history of Schneider Downs Wealth Management Advisors, LP transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 237,357 shares of JPIE stock, worth $10.9 Million. This represents 2.04% of its overall portfolio holdings.

Number of Shares
237,357
Previous 179,657 32.12%
Holding current value
$10.9 Million
Previous $8.2 Million 33.44%
% of portfolio
2.04%
Previous 1.58%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$45.46 - $46.18 $2.62 Million - $2.66 Million
57,700 Added 32.12%
237,357 $10.9 Million
Q4 2024

Feb 04, 2025
BUY
$45.59 - $46.25 $1.49 Million - $1.51 Million
32,741 Added 22.29%
179,657 $8.2 Million
Q3 2024

Nov 06, 2024
BUY
$45.17 - $46.39 $497,592 - $511,032
11,016 Added 8.11%
146,916 $6.82 Million
Q2 2024

Aug 07, 2024
BUY
$44.81 - $45.47 $1.39 Million - $1.41 Million
30,927 Added 29.46%
135,900 $6.18 Million
Q1 2024

May 08, 2024
BUY
$45.21 - $45.87 $568,560 - $576,861
12,576 Added 13.61%
104,973 $4.78 Million
Q4 2023

Feb 09, 2024
SELL
$43.78 - $45.84 $166,845 - $174,696
-3,811 Reduced 3.96%
92,397 $4.21 Million
Q3 2023

Nov 06, 2023
BUY
$44.22 - $45.5 $1.22 Million - $1.25 Million
27,539 Added 40.1%
96,208 $4.27 Million
Q2 2023

Jul 31, 2023
BUY
$45.13 - $45.92 $3.1 Million - $3.15 Million
68,669 New
68,669 $3.1 Million

Others Institutions Holding JPIE

# of Institutions
307
Shares Held
52.8M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JPIE Quotes by TradingView
  • Ticker JPIE
More about JPIE
Track This Portfolio

Track Schneider Downs Wealth Management Advisors, LP Portfolio

Follow Schneider Downs Wealth Management Advisors, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Schneider Downs Wealth Management Advisors, LP, based on Form 13F filings with the SEC.

News

Stay updated on Schneider Downs Wealth Management Advisors, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email