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

Legacy Financial Strategies, LLC

$461 Million
Q4 2024

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 6,920 shares of JPIE stock, worth $318,527. This represents 0.07% of its overall portfolio holdings.

Number of Shares

6,920

Previous 6,588 5.04%

Holding current value

$318,527

Previous $305,000 3.28%

% of portfolio

0.07%

Previous 0.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

275

Shares Held

41.8M

Call Options Held

Put Options Held

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JPIE

More about JPIE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Financial Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Financial Strategies, LLC with notifications on news.

Account

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