A detailed history of Axxcess Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 86,602 shares of JPIE stock, worth $4 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
86,602
Previous 75,646 14.48%
Holding current value
$4 Million
Previous $3.5 Million 14.73%
% of portfolio
0.09%
Previous 0.09%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025

BUY
$46.01 - $46.55 $504,085 - $510,001
10,956 Added 14.48%
86,602 $4.02 Million
Q2 2025

Jul 28, 2025

SELL
$45.12 - $46.32 $1.17 Million - $1.2 Million
-26,008 Reduced 25.58%
75,646 $3.5 Million
Q1 2025

Apr 30, 2025

BUY
$45.46 - $46.18 $3.09 Million - $3.14 Million
68,071 Added 202.69%
101,654 $4.68 Million
Q4 2024

Feb 10, 2025

SELL
$45.59 - $46.25 $153,136 - $155,353
-3,359 Reduced 9.09%
33,583 $1.53 Million
Q3 2024

Nov 04, 2024

SELL
$45.17 - $46.39 $360,411 - $370,145
-7,979 Reduced 17.76%
36,942 $1.71 Million
Q2 2024

Aug 09, 2024

SELL
$44.81 - $45.47 $1.41 Million - $1.43 Million
-31,440 Reduced 41.17%
44,921 $2.04 Million
Q1 2024

May 14, 2024

SELL
$45.21 - $45.87 $220,760 - $223,983
-4,883 Reduced 6.01%
76,361 $3.48 Million
Q4 2023

Feb 06, 2024

BUY
$43.78 - $45.84 $2.43 Million - $2.54 Million
55,450 Added 214.97%
81,244 $3.71 Million
Q3 2023

Nov 14, 2023

BUY
$44.22 - $45.5 $598,915 - $616,252
13,544 Added 110.56%
25,794 $1.15 Million
Q2 2023

Aug 08, 2023

BUY
$45.13 - $45.92 $552,842 - $562,520
12,250 New
12,250 $553,000

Others Institutions Holding JPIE

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JPIE
More about JPIE
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