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

Capital Advisors Wealth Management, LLC

$691 Million
Q4 2025

A detailed history of Capital Advisors Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 648,730 shares of JPIE stock, worth $30 Million. This represents 4.34% of its overall portfolio holdings.

Number of Shares

648,730

Previous 536,064 21.02%

Holding current value

$30 Million

Previous $24.9 Million 20.55%

% of portfolio

4.34%

Previous 3.65%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	BUY	$46.18 - $46.47 $5.2 Million - $5.24 Million	112,666 Added 21.02%	648,730 $30 Million
Q3 2025 Oct 15, 2025	BUY	$46.01 - $46.55 $869,911 - $880,120	18,907 Added 3.66%	536,064 $24.9 Million
Q2 2025 Aug 13, 2025	BUY	$45.12 - $46.32 $1.99 Million - $2.04 Million	44,018 Added 9.3%	517,157 $24 Million
Q1 2025 Apr 24, 2025	BUY	$45.46 - $46.18 $102,603 - $104,228	2,257 Added 0.48%	473,139 $21.8 Million
Q4 2024 Jan 14, 2025	SELL	$45.59 - $46.25 $866 - $878	-19 Reduced -0.0%	470,882 $21.5 Million

Q3 2024 Oct 15, 2024	SELL	$45.17 - $46.39 $832,754 - $855,246	-18,436 Reduced 3.77%	470,901 $21.8 Million
Q2 2024 Jul 16, 2024	BUY	$44.81 - $45.47 $113,234 - $114,902	2,527 Added 0.52%	489,337 $22.2 Million
Q1 2024 Apr 12, 2024	BUY	$45.21 - $45.87 $3.14 Million - $3.19 Million	69,528 Added 16.66%	486,810 $22.2 Million
Q4 2023 Jan 08, 2024	SELL	$43.78 - $45.84 $1.72 Million - $1.8 Million	-39,284 Reduced 8.6%	417,282 $19 Million
Q3 2023 Oct 10, 2023	BUY	$44.22 - $45.5 $3.19 Million - $3.28 Million	72,142 Added 18.77%	456,566 $20.3 Million
Q2 2023 Jul 11, 2023	BUY	$45.13 - $45.92 $554,963 - $564,678	12,297 Added 3.3%	384,424 $17.4 Million
Q1 2023 Apr 14, 2023	BUY	$44.82 - $46.38 $47,867 - $49,533	1,068 Added 0.29%	372,127 $17 Million
Q4 2022 Feb 09, 2023	BUY	$43.89 - $45.62 $1.28 Million - $1.33 Million	29,175 Added 8.53%	371,059 $16.7 Million
Q3 2022 Nov 14, 2022	SELL	$44.23 - $47.08 $112,167 - $119,394	-2,536 Reduced 0.74%	341,884 $15.1 Million
Q2 2022 Aug 04, 2022	BUY	$45.56 - $48.41 $15,034 - $15,975	330 Added 0.1%	344,420 $15.8 Million
Q1 2022 May 09, 2022	BUY	$47.79 - $50.22 $16.4 Million - $17.3 Million	344,090 New	344,090 $16.5 Million

Others Institutions Holding JPIE

# of Institutions

386

Shares Held

80.5M

Call Options Held

Put Options Held

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JPIE

More about JPIE

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