Williams Financial, LLC J P Morgan Exchange Traded Fd Transaction History

Williams Financial, LLC

  • $91.7 Million
  • Q2 2025

A detailed history of Williams Financial, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Williams Financial, LLC holds 453,068 shares of JPIE stock, worth $20.9 Million. This represents 22.88% of its overall portfolio holdings.

Number of Shares
453,068
Previous 398,361 13.73%
Holding current value
$20.9 Million
Previous $18.4 Million 14.35%
% of portfolio
22.88%
Previous 14.7%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 11, 2025
BUY
$45.12 - $46.32 $2.47 Million - $2.53 Million
54,707 Added 13.73%
453,068 $21 Million
Q1 2025

Apr 23, 2025
BUY
$45.46 - $46.18 $18.1 Million - $18.4 Million
398,361 New
398,361 $18.4 Million

Others Institutions Holding JPIE

# of Institutions
316
Shares Held
53.4M
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
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