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 41,989 shares of JPIE stock, worth $1.93 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
41,989
Previous 41,708 0.67%
Holding current value
$1.93 Million
Previous $1.9 Million 2.69%
% of portfolio
0.43%
Previous 0.45%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JPIE
More about JPIE
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