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

Schneider Downs Wealth Management Advisors, LP

$478 Million
Q3 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 146,916 shares of JPIE stock, worth $6.72 Million. This represents 1.42% of its overall portfolio holdings.

Number of Shares

146,916

Previous 135,900 8.11%

Holding current value

$6.72 Million

Previous $6.18 Million 10.31%

% of portfolio

1.42%

Previous 1.41%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

238

Shares Held

35.9M

Call Options Held

Put Options Held

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JPIE

More about JPIE

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