Tradition Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History

Tradition Wealth Management, LLC

$1.06 Billion
Q3 2024

A detailed history of Tradition Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 81,949 shares of JPIE stock, worth $3.76 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

81,949

Previous 76,456 7.18%

Holding current value

$3.76 Million

Previous $3.48 Million 9.38%

% of portfolio

0.36%

Previous 0.35%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$45.17 - $46.39 $248,118 - $254,820	5,493 Added 7.18%	81,949 $3.8 Million
Q2 2024 Aug 12, 2024	SELL	$44.81 - $45.47 $499,945 - $507,308	-11,157 Reduced 12.73%	76,456 $3.48 Million
Q1 2024 May 13, 2024	BUY	$45.21 - $45.87 $369,410 - $374,803	8,171 Added 10.29%	87,613 $3.99 Million
Q4 2023 Feb 12, 2024	BUY	$43.78 - $45.84 $584,857 - $612,376	13,359 Added 20.22%	79,442 $3.62 Million
Q3 2023 Nov 13, 2023	BUY	$44.22 - $45.5 $561,063 - $577,304	12,688 Added 23.76%	66,083 $2.93 Million
Q2 2023 Aug 14, 2023	BUY	$45.13 - $45.92 $845,059 - $859,852	18,725 Added 54.01%	53,395 $2.41 Million
Q1 2023 May 11, 2023	BUY	$44.82 - $46.38 $57,011 - $58,995	1,272 Added 3.81%	34,670 $1.59 Million
Q4 2022 Feb 03, 2023	SELL	$43.89 - $45.62 $10,840 - $11,268	-247 Reduced 0.73%	33,398 $1.51 Million
Q3 2022 Nov 14, 2022	BUY	$44.23 - $47.08 $94,829 - $100,939	2,144 Added 6.81%	33,645 $1.49 Million
Q2 2022 Aug 02, 2022	BUY	$45.56 - $48.41 $18,770 - $19,944	412 Added 1.33%	31,501 $1.45 Million
Q1 2022 May 11, 2022	BUY	$47.79 - $50.22 $1.49 Million - $1.56 Million	31,089 New	31,089 $1.49 Million

Others Institutions Holding JPIE

# of Institutions

235

Shares Held

35.7M

Call Options Held

Put Options Held

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JPIE

More about JPIE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tradition Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tradition Wealth Management, LLC with notifications on news.

Account

Tradition Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History