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

Tradition Wealth Management, LLC

$1.04 Billion
Q1 2025

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 165,813 shares of JPIE stock, worth $7.63 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares

165,813

Previous 87,060 90.46%

Holding current value

$7.63 Million

Previous $3.97 Million 92.37%

% of portfolio

0.73%

Previous 0.38%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$45.46 - $46.18 $3.58 Million - $3.64 Million	78,753 Added 90.46%	165,813 $7.64 Million
Q4 2024 Feb 13, 2025	BUY	$45.59 - $46.25 $233,010 - $236,383	5,111 Added 6.24%	87,060 $3.97 Million
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

305

Shares Held

52.4M

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