Herold Advisors, Inc. J P Morgan Exchange Traded Fd Transaction History

Herold Advisors, Inc.

$411 Million
Q3 2025

A detailed history of Herold Advisors, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Herold Advisors, Inc. holds 39,040 shares of JPIE stock, worth $1.8 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

39,040

Previous 42,358 7.83%

Holding current value

$1.8 Million

Previous $1.96 Million 7.7%

% of portfolio

0.44%

Previous 0.43%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$46.01 - $46.55 $152,661 - $154,452	-3,318 Reduced 7.83%	39,040 $1.81 Million
Q2 2025 Aug 14, 2025	BUY	$45.12 - $46.32 $27,297 - $28,023	605 Added 1.45%	42,358 $1.96 Million
Q1 2025 May 13, 2025	SELL	$45.46 - $46.18 $31,958 - $32,464	-703 Reduced 1.66%	41,753 $1.92 Million
Q4 2024 Feb 14, 2025	BUY	$45.59 - $46.25 $21,290 - $21,598	467 Added 1.11%	42,456 $1.94 Million
Q3 2024 Nov 14, 2024	BUY	$45.17 - $46.39 $12,692 - $13,035	281 Added 0.67%	41,989 $1.95 Million

Q2 2024 Jul 24, 2024	BUY	$44.81 - $45.47 $85,183 - $86,438	1,901 Added 4.78%	41,708 $1.9 Million
Q1 2024 May 10, 2024	SELL	$45.21 - $45.87 $108,413 - $109,996	-2,398 Reduced 5.68%	39,807 $1.81 Million
Q4 2023 Feb 02, 2024	BUY	$43.78 - $45.84 $162,248 - $169,883	3,706 Added 9.63%	42,205 $1.92 Million
Q3 2023 Nov 08, 2023	BUY	$44.22 - $45.5 $202,969 - $208,845	4,590 Added 13.54%	38,499 $1.71 Million
Q2 2023 Jul 14, 2023	BUY	$45.13 - $45.92 $689,044 - $701,106	15,268 Added 81.91%	33,909 $1.53 Million
Q1 2023 Apr 19, 2023	BUY	$44.82 - $46.38 $187,347 - $193,868	4,180 Added 28.91%	18,641 $853,000
Q4 2022 Feb 14, 2023	BUY	$43.89 - $45.62 $298,539 - $310,307	6,802 Added 88.81%	14,461 $652,000
Q3 2022 Nov 08, 2022	BUY	$44.23 - $47.08 $57,012 - $60,686	1,289 Added 20.24%	7,659 $339,000
Q2 2022 Jul 15, 2022	BUY	$45.56 - $48.41 $148,525 - $157,816	3,260 Added 104.82%	6,370 $292,000
Q1 2022 May 09, 2022	BUY	$47.79 - $50.22 $148,626 - $156,184	3,110 New	3,110 $149,000

Others Institutions Holding JPIE

# of Institutions

385

Shares Held

80.1M

Call Options Held

Put Options Held

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About J P MORGAN EXCHANGE-TRADED FD

Ticker JPIE

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Herold Advisors, Inc. J P Morgan Exchange Traded Fd Transaction History