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

Fsm Wealth Advisors, LLC

$710 Million
Q4 2025

A detailed history of Fsm Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 8,882 shares of JPIE stock, worth $410,614. This represents 0.06% of its overall portfolio holdings.

Number of Shares

8,882

Previous 10,980 19.11%

Holding current value

$410,614

Previous $509,000 19.45%

% of portfolio

0.06%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	SELL	$46.18 - $46.47 $96,885 - $97,494	-2,098 Reduced 19.11%	8,882 $410,000
Q1 2025 Apr 28, 2025	BUY	$45.46 - $46.18 $2,409 - $2,447	53 Added 0.49%	10,980 $505,000
Q1 2024 May 14, 2024	BUY	$45.21 - $45.87 $1,265 - $1,284	28 Added 0.26%	10,927 $497,000
Q4 2023 May 14, 2024	BUY	$43.78 - $45.84 $71,230 - $74,581	1,627 Added 17.55%	10,899 $497,000
Q2 2023 Jul 12, 2023	BUY	$45.13 - $45.92 $1,037 - $1,056	23 Added 0.25%	9,272 $419,000

Q1 2023 Apr 24, 2023	BUY	$44.82 - $46.38 $99,724 - $103,195	2,225 Added 31.68%	9,249 $423,000
Q3 2022 Oct 24, 2022	BUY	$44.23 - $47.08 $92,794 - $98,773	2,098 Added 42.59%	7,024 $311,000
Q2 2022 Aug 12, 2022	BUY	$45.56 - $48.41 $224,428 - $238,467	4,926 New	4,926 $231,000

Others Institutions Holding JPIE

# of Institutions

386

Shares Held

81.4M

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