Burt Wealth Advisors J P Morgan Exchange Traded Fd Transaction History

Burt Wealth Advisors

  • $399 Million
  • Q3 2025

A detailed history of Burt Wealth Advisors transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Burt Wealth Advisors holds 5,681 shares of JPIE stock, worth $262,632. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,681
Previous 5,681 -0.0%
Holding current value
$262,632
Previous $263,000 -0.0%
% of portfolio
0.07%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 01, 2024
SELL
$43.78 - $45.84 $513,626 - $537,794
-11,732 Reduced 67.37%
5,681 $259,000
Q2 2023

Jul 18, 2023
SELL
$45.13 - $45.92 $18,052 - $18,368
-400 Reduced 2.25%
17,413 $787,000
Q1 2023

Apr 13, 2023
SELL
$44.82 - $46.38 $69,919 - $72,352
-1,560 Reduced 8.05%
17,813 $815,000
Q4 2022

Jan 17, 2023
BUY
$43.89 - $45.62 $475,504 - $494,247
10,834 Added 126.88%
19,373 $874,000
Q3 2022

Oct 11, 2022
BUY
$44.23 - $47.08 $11,278 - $12,005
255 Added 3.08%
8,539 $378,000
Q2 2022

Jul 29, 2022
BUY
$45.56 - $48.41 $377,419 - $401,028
8,284 New
8,284 $380,000

Others Institutions Holding JPIE

# of Institutions
385
Shares Held
80.1M
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 Burt Wealth Advisors Portfolio

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

News

Stay updated on Burt Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email