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 5,148 shares of JPIE stock, worth $235,263. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,148
Previous 4,917 4.7%
Holding current value
$235,263
Previous $223,000 6.73%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JPIE
More about JPIE
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