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

U.S. Capital Wealth Advisors, LLC

$3.21 Billion
Q2 2025

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 5,852 shares of JPIE stock, worth $269,777. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,852

Previous 56,819 89.7%

Holding current value

$269,777

Previous $2.62 Million 89.64%

% of portfolio

0.01%

Previous 0.09%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	SELL	$45.12 - $46.32 $2.3 Million - $2.36 Million	-50,967 Reduced 89.7%	5,852 $271,000
Q1 2025 Apr 29, 2025	BUY	$45.46 - $46.18 $181 - $184	4 Added 0.01%	56,819 $2.62 Million
Q4 2024 Jan 24, 2025	BUY	$45.59 - $46.25 $18,236 - $18,500	400 Added 0.71%	56,815 $2.59 Million
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

316

Shares Held

53.4M

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