Bernardo Wealth Planning LLC J P Morgan Exchange Traded Fd Transaction History

Bernardo Wealth Planning LLC

  • $507 Million
  • Q3 2025

A detailed history of Bernardo Wealth Planning LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 285,922 shares of JPIE stock, worth $13.2 Million. This represents 2.62% of its overall portfolio holdings.

Number of Shares
285,922
Previous 219,883 30.03%
Holding current value
$13.2 Million
Previous $10.2 Million 30.28%
% of portfolio
2.62%
Previous 2.21%

Shares

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

Oct 22, 2025
BUY
$46.01 - $46.55 $3.04 Million - $3.07 Million
66,039 Added 30.03%
285,922 $13.3 Million
Q2 2025

Aug 13, 2025
BUY
$45.12 - $46.32 $501,418 - $514,754
11,113 Added 5.32%
219,883 $10.2 Million
Q1 2025

Apr 22, 2025
BUY
$45.46 - $46.18 $331,994 - $337,252
7,303 Added 3.62%
208,770 $9.62 Million
Q4 2024

Jan 16, 2025
BUY
$45.59 - $46.25 $662,103 - $671,688
14,523 Added 7.77%
201,467 $9.19 Million
Q3 2024

Oct 18, 2024
BUY
$45.17 - $46.39 $1.06 Million - $1.09 Million
23,469 Added 14.36%
186,944 $8.61 Million
Q2 2024

Jul 10, 2024
BUY
$44.81 - $45.47 $1.07 Million - $1.08 Million
23,851 Added 17.08%
163,475 $7.43 Million
Q1 2024

May 07, 2024
BUY
$45.21 - $45.87 $696,686 - $706,856
15,410 Added 12.41%
139,624 $6.36 Million
Q4 2023

Jan 25, 2024
BUY
$43.78 - $45.84 $1.02 Million - $1.07 Million
23,274 Added 23.06%
124,214 $5.67 Million
Q3 2023

Oct 30, 2023
BUY
$44.22 - $45.5 $295,256 - $303,803
6,677 Added 7.08%
100,940 $4.48 Million
Q2 2023

Jul 21, 2023
BUY
$45.13 - $45.92 $502,567 - $511,365
11,136 Added 13.4%
94,263 $4.26 Million
Q1 2023

May 05, 2023
BUY
$44.82 - $46.38 $178,159 - $184,360
3,975 Added 5.02%
83,127 $3.81 Million
Q4 2022

Jan 30, 2023
BUY
$43.89 - $45.62 $3.47 Million - $3.61 Million
79,152 New
79,152 $3.57 Million

Others Institutions Holding JPIE

# of Institutions
382
Shares Held
78.9M
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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