A detailed history of Beta Wealth Group, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 57,838 shares of JPRE stock, worth $2.93 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares
57,838
Previous 27,396 111.12%
Holding current value
$2.93 Million
Previous $1.2 Million 112.32%
% of portfolio
1.31%
Previous 0.64%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$40.42 - $44.21 $1.23 Million - $1.35 Million
30,442 Added 111.12%
57,838 $2.55 Million
Q1 2024

May 14, 2024

BUY
$42.5 - $45.41 $196,945 - $210,429
4,634 Added 20.36%
27,396 $1.2 Million
Q4 2023

Feb 09, 2024

BUY
$37.09 - $45.47 $261,781 - $320,927
7,058 Added 44.94%
22,762 $1.02 Million
Q3 2023

Nov 13, 2023

BUY
$38.34 - $44.1 $22,045 - $25,357
575 Added 3.8%
15,704 $611,000
Q2 2023

Aug 11, 2023

BUY
$39.81 - $42.66 $88,179 - $94,491
2,215 Added 17.15%
15,129 $641,000
Q1 2023

May 09, 2023

BUY
$39.19 - $46.82 $506,099 - $604,633
12,914 New
12,914 $545,000
Q3 2022

Nov 01, 2022

SELL
$42.33 - $53.86 $762,828 - $970,611
-18,021 Reduced 76.5%
5,537 $237,000
Q2 2022

Aug 05, 2022

BUY
$46.32 - $52.74 $1.09 Million - $1.24 Million
23,558 New
23,558 $1.14 Million

Others Institutions Holding JPRE

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JPRE
  • Sector ETFs
  • Industry ETFs
More about JPRE
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