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

Capital Advisors Wealth Management, LLC

$556 Million
Q4 2024

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 470,882 shares of JPIE stock, worth $21.5 Million. This represents 3.86% of its overall portfolio holdings.

Number of Shares

470,882

Previous 470,901 0.0%

Holding current value

$21.5 Million

Previous $21.8 Million 1.67%

% of portfolio

3.86%

Previous 4.06%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

286

Shares Held

43.8M

Call Options Held

Put Options Held

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JPIE

More about JPIE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Advisors Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Advisors Wealth Management, LLC with notifications on news.

Account

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