U.S. Capital Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

U.S. Capital Wealth Advisors, LLC

$2.65 Billion
Q3 2024

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 56,415 shares of JPIE stock, worth $2.58 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

56,415

Previous 52,313 7.84%

Holding current value

$2.58 Million

Previous $2.38 Million 10.05%

% of portfolio

0.1%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	BUY	$45.17 - $46.39 $185,287 - $190,291	4,102 Added 7.84%	56,415 $2.62 Million
Q2 2024 Jul 11, 2024	BUY	$44.81 - $45.47 $10,844 - $11,003	242 Added 0.46%	52,313 $2.38 Million
Q1 2024 May 10, 2024	BUY	$45.21 - $45.87 $44,305 - $44,952	980 Added 1.92%	52,071 $2.37 Million
Q4 2023 Feb 06, 2024	BUY	$43.78 - $45.84 $9,631 - $10,084	220 Added 0.43%	51,091 $2.33 Million
Q3 2023 Oct 19, 2023	BUY	$44.22 - $45.5 $17,732 - $18,245	401 Added 0.79%	50,871 $2.26 Million
Q2 2023 Aug 04, 2023	BUY	$45.13 - $45.92 $54,156 - $55,104	1,200 Added 2.44%	50,470 $2.28 Million
Q1 2023 May 11, 2023	BUY	$44.82 - $46.38 $809,001 - $837,159	18,050 Added 57.82%	49,270 $2.26 Million
Q4 2022 Feb 03, 2023	BUY	$43.89 - $45.62 $1.37 Million - $1.42 Million	31,220 New	31,220 $1.41 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 U.S. Capital Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on U.S. Capital Wealth Advisors, LLC with notifications on news.

Account

U.S. Capital Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History