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

Kingswood Wealth Advisors, LLC

$1.65 Trillion
Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 106,346 shares of JPIE stock, worth $4.92 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

106,346

Previous 29,478 260.76%

Holding current value

$4.92 Million

Previous $1.37 Billion 261.46%

% of portfolio

0.3%

Previous 0.11%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$46.01 - $46.55 $3.54 Million - $3.58 Million	76,868 Added 260.76%	106,346 $4.94 Billion
Q2 2025 Jul 23, 2025	BUY	$45.12 - $46.32 $845,232 - $867,712	18,733 Added 174.34%	29,478 $1.37 Billion
Q1 2025 Jul 25, 2025	SELL	$45.46 - $46.18 $851,602 - $865,089	-18,733 Reduced 63.55%	10,745 $495 Million
Q1 2025 Apr 21, 2025	SELL	$45.46 - $46.18 $1.64 Million - $1.67 Million	-36,176 Reduced 77.1%	10,745 $495 Million
Q4 2024 Jan 22, 2025	SELL	$45.59 - $46.25 $239,301 - $242,766	-5,249 Reduced 10.06%	46,921 $2.14 Billion

Q3 2024 Oct 21, 2024	BUY	$45.17 - $46.39 $2.36 Million - $2.42 Million	52,170 New	52,170 $2.42 Billion

Others Institutions Holding JPIE

# of Institutions

382

Shares Held

78.9M

Call Options Held

Put Options Held

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JPIE

More about JPIE

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