Transform Wealth, LLC J P Morgan Exchange Traded Fd Transaction History

Transform Wealth, LLC

  • $1.6 Billion
  • Q1 2025

A detailed history of Transform Wealth, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Transform Wealth, LLC holds 5,531 shares of JPIE stock, worth $255,698. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,531
Previous 5,640 1.93%
Holding current value
$255,698
Previous $257,000 1.17%
% of portfolio
0.02%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
SELL
$45.46 - $46.18 $4,955 - $5,033
-109 Reduced 1.93%
5,531 $254,000
Q4 2024

Jan 16, 2025
BUY
$45.59 - $46.25 $22,430 - $22,755
492 Added 9.56%
5,640 $257,000
Q3 2024

Oct 15, 2024
BUY
$45.17 - $46.39 $10,434 - $10,716
231 Added 4.7%
5,148 $238,000
Q2 2024

Jul 15, 2024
BUY
$44.81 - $45.47 $220,330 - $223,575
4,917 New
4,917 $223,000

Others Institutions Holding JPIE

# of Institutions
382
Shares Held
78.9M
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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