Kingswood Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 46,921 shares of JPIE stock, worth $2.16 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
46,921
Previous 52,170 10.06%
Holding current value
$2.16 Million
Previous $2.42 Billion 11.55%
% of portfolio
0.16%
Previous 0.17%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$45.59 - $46.25 $239,301 - $242,766
-5,249 Reduced 10.06%
46,921 $2.14 Billion
Q3 2024

Oct 21, 2024
BUY
$45.17 - $46.39 $2.36 Million - $2.42 Million
52,170 New
52,170 $2.42 Billion

Others Institutions Holding JPIE

# of Institutions
273
Shares Held
41.7M
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 Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, 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 Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email