Confluence Wealth Services, Inc. J P Morgan Exchange Traded Fd Transaction History

Confluence Wealth Services, Inc.

  • $1.86 Billion
  • Q3 2025

A detailed history of Confluence Wealth Services, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 17,987 shares of JPIE stock, worth $831,539. This represents 0.04% of its overall portfolio holdings.

Number of Shares
17,987
Previous 8,455 112.74%
Holding current value
$831,539
Previous $391,000 113.3%
% of portfolio
0.04%
Previous 0.02%

Shares

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

Oct 28, 2025
BUY
$46.01 - $46.55 $438,567 - $443,714
9,532 Added 112.74%
17,987 $834,000
Q1 2025

Apr 24, 2025
BUY
$45.46 - $46.18 $126,378 - $128,380
2,780 Added 48.99%
8,455 $389,000
Q4 2024

Jan 27, 2025
BUY
$45.59 - $46.25 $11,443 - $11,608
251 Added 4.63%
5,675 $258,000
Q3 2024

Oct 29, 2024
BUY
$45.17 - $46.39 $245,002 - $251,619
5,424 New
5,424 $251,000

Others Institutions Holding JPIE

# of Institutions
385
Shares Held
79.9M
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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