Tpg Financial Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Tpg Financial Advisors, LLC

$230 Million
Q4 2024

A detailed history of Tpg Financial Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Tpg Financial Advisors, LLC holds 437,006 shares of JPIE stock, worth $20.1 Million. This represents 8.68% of its overall portfolio holdings.

Number of Shares

437,006

Previous 418,942 4.31%

Holding current value

$20.1 Million

Previous $19.4 Million 2.58%

% of portfolio

8.68%

Previous 8.76%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$45.59 - $46.25 $823,537 - $835,460	18,064 Added 4.31%	437,006 $19.9 Million
Q3 2024 Oct 16, 2024	BUY	$45.17 - $46.39 $27,824 - $28,576	616 Added 0.15%	418,942 $19.4 Million
Q2 2024 Oct 16, 2024	BUY	$44.81 - $45.47 $1.63 Million - $1.65 Million	36,333 Added 9.51%	418,326 $19 Million
Q4 2023 Jan 09, 2024	BUY	$43.78 - $45.84 $119,694 - $125,326	2,734 Added 0.72%	381,993 $17.4 Million
Q3 2023 Oct 17, 2023	BUY	$44.22 - $45.5 $814,841 - $838,428	18,427 Added 5.11%	379,259 $16.8 Million
Q2 2023 Jul 13, 2023	BUY	$45.13 - $45.92 $438,934 - $446,617	9,726 Added 2.77%	360,832 $16.3 Million
Q4 2022 Jan 30, 2023	SELL	$43.89 - $45.62 $390,006 - $405,379	-8,886 Reduced 2.47%	351,106 $15.8 Million
Q3 2022 Oct 11, 2022	BUY	$44.23 - $47.08 $15.9 Million - $16.9 Million	359,992 New	359,992 $15.9 Million

Others Institutions Holding JPIE

# of Institutions

272

Shares Held

41M

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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Tpg Financial Advisors, LLC J P Morgan Exchange Traded Fd Transaction History