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

Wagner Wealth Management, LLC

$253 Million
Q1 2024

A detailed history of Wagner Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Wagner Wealth Management, LLC holds 308,800 shares of JPIE stock, worth $14 Million. This represents 5.55% of its overall portfolio holdings.

Number of Shares

308,800

Previous 77,615 297.86%

Holding current value

$14 Million

Previous $3.54 Million 297.4%

% of portfolio

5.55%

Previous 1.32%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	BUY	$45.21 - $45.87 $10.5 Million - $10.6 Million	231,185 Added 297.86%	308,800 $14.1 Million
Q4 2023 Jan 19, 2024	BUY	$43.78 - $45.84 $25,129 - $26,312	574 Added 0.75%	77,615 $3.54 Million
Q3 2023 Oct 18, 2023	BUY	$44.22 - $45.5 $379,407 - $390,390	8,580 Added 12.53%	77,041 $3.42 Million
Q2 2023 Jul 28, 2023	BUY	$45.13 - $45.92 $1.27 Million - $1.29 Million	28,177 Added 69.95%	68,461 $3.09 Million
Q1 2023 May 17, 2023	BUY	$44.82 - $46.38 $1.72 Million - $1.78 Million	38,388 Added 2024.68%	40,284 $1.84 Million

Q4 2022 Feb 14, 2023	BUY	$44.03 - $45.62 $81,103 - $84,032	1,842 Added 3411.11%	1,896 $85,000
Q3 2022 Nov 14, 2022	BUY	$44.8 - $47.08 $2,419 - $2,542	54 New	54 $2,000

Others Institutions Holding JPIE

# of Institutions

181

Shares Held

20.5M

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 Wagner Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wagner Wealth Management, LLC with notifications on news.

Account

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