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

Schneider Downs Wealth Management Advisors, LP

  • $517 Million
  • Q4 2024

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 179,657 shares of JPIE stock, worth $8.27 Million. This represents 1.58% of its overall portfolio holdings.

Number of Shares
179,657
Previous 146,916 22.29%
Holding current value
$8.27 Million
Previous $6.82 Million 20.25%
% of portfolio
1.58%
Previous 1.42%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
275
Shares Held
41.8M
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
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