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

Evolution Wealth Advisors, LLC

$695 Million
Q3 2025

A detailed history of Evolution Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Evolution Wealth Advisors, LLC holds 101,056 shares of JPIE stock, worth $4.67 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

101,056

Previous 102,471 1.38%

Holding current value

$4.67 Million

Previous $4.75 Million 1.18%

% of portfolio

0.67%

Previous 0.72%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	SELL	$46.01 - $46.55 $65,104 - $65,868	-1,415 Reduced 1.38%	101,056 $4.69 Million
Q2 2025 Aug 08, 2025	BUY	$45.12 - $46.32 $677,702 - $695,726	15,020 Added 17.18%	102,471 $4.75 Million
Q1 2025 May 09, 2025	BUY	$45.46 - $46.18 $1.2 Million - $1.22 Million	26,335 Added 43.09%	87,451 $4.03 Million
Q4 2024 Jan 17, 2025	SELL	$45.59 - $46.25 $117,394 - $119,093	-2,575 Reduced 4.04%	61,116 $2.79 Million
Q3 2024 Nov 06, 2024	BUY	$45.17 - $46.39 $903 - $927	20 Added 0.03%	63,691 $2.95 Million

Q2 2024 Jul 18, 2024	SELL	$44.81 - $45.47 $110,680 - $112,310	-2,470 Reduced 3.73%	63,671 $2.89 Million
Q1 2024 Apr 19, 2024	SELL	$45.21 - $45.87 $137,664 - $139,674	-3,045 Reduced 4.4%	66,141 $3.01 Million
Q4 2023 Jan 31, 2024	SELL	$43.78 - $45.84 $77,446 - $81,090	-1,769 Reduced 2.49%	69,186 $3.16 Million
Q3 2023 Nov 06, 2023	SELL	$44.22 - $45.5 $34,933 - $35,945	-790 Reduced 1.1%	70,955 $3.15 Million
Q2 2023 Jul 17, 2023	BUY	$45.13 - $45.92 $26,175 - $26,633	580 Added 0.82%	71,745 $3.24 Million
Q1 2023 May 02, 2023	SELL	$44.82 - $46.38 $105,999 - $109,688	-2,365 Reduced 3.22%	71,165 $3.26 Million
Q4 2022 Feb 07, 2023	BUY	$43.89 - $45.62 $3.23 Million - $3.35 Million	73,530 New	73,530 $3.32 Million

Others Institutions Holding JPIE

# of Institutions

385

Shares Held

79.6M

Call Options Held

Put Options Held

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About J P MORGAN EXCHANGE-TRADED FD

Ticker JPIE

More about JPIE

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