Legacy Financial Strategies, LLC J P Morgan Exchange Traded Fd Transaction History

Legacy Financial Strategies, LLC

  • $452 Million
  • Q1 2025

A detailed history of Legacy Financial Strategies, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Legacy Financial Strategies, LLC holds 6,638 shares of JPIE stock, worth $303,422. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,638
Previous 6,920 4.08%
Holding current value
$303,422
Previous $315,000 3.17%
% of portfolio
0.07%
Previous 0.07%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 08, 2025
SELL
$45.46 - $46.18 $12,819 - $13,022
-282 Reduced 4.08%
6,638 $305,000
Q4 2024

Jan 28, 2025
BUY
$45.59 - $46.25 $15,135 - $15,355
332 Added 5.04%
6,920 $315,000
Q3 2024

Oct 18, 2024
BUY
$45.17 - $46.39 $52,577 - $53,997
1,164 Added 21.46%
6,588 $305,000
Q2 2024

Jul 10, 2024
SELL
$44.81 - $45.47 $12,412 - $12,595
-277 Reduced 4.86%
5,424 $246,000
Q1 2024

Apr 10, 2024
BUY
$45.21 - $45.87 $22,152 - $22,476
490 Added 9.4%
5,701 $259,000
Q4 2023

Feb 01, 2024
SELL
$43.78 - $45.84 $24,429 - $25,578
-558 Reduced 9.67%
5,211 $237,000
Q3 2023

Nov 13, 2023
BUY
$44.22 - $45.5 $255,105 - $262,489
5,769 New
5,769 $256,000

Others Institutions Holding JPIE

# of Institutions
280
Shares Held
42.7M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JPIE Quotes by TradingView
  • Ticker JPIE
More about JPIE
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