Warren Averett Asset Management, LLC J P Morgan Exchange Traded Fd Transaction History

Warren Averett Asset Management, LLC

  • $5.34 Billion
  • Q3 2024

A detailed history of Warren Averett Asset Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 398,975 shares of JPIE stock, worth $18.4 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
398,975
Previous 340,477 17.18%
Holding current value
$18.4 Million
Previous $15.5 Million 19.58%
% of portfolio
0.35%
Previous 0.31%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$45.17 - $46.39 $2.64 Million - $2.71 Million
58,498 Added 17.18%
398,975 $18.5 Million
Q2 2024

Aug 14, 2024
BUY
$44.81 - $45.47 $3.71 Million - $3.77 Million
82,827 Added 32.15%
340,477 $15.5 Million
Q1 2024

May 15, 2024
BUY
$45.21 - $45.87 $9.14 Million - $9.27 Million
202,193 Added 364.59%
257,650 $11.7 Million
Q4 2023

Feb 14, 2024
BUY
$43.78 - $45.84 $2.43 Million - $2.54 Million
55,457 New
55,457 $2.53 Million

Others Institutions Holding JPIE

# of Institutions
251
Shares Held
37.5M
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
Track This Portfolio

Track Warren Averett Asset Management, LLC Portfolio

Follow Warren Averett Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Warren Averett Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Warren Averett Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email