Morgan Rosel Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History

Morgan Rosel Wealth Management, LLC

$292 Million
Q4 2024

A detailed history of Morgan Rosel Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Morgan Rosel Wealth Management, LLC holds 58,245 shares of JPIE stock, worth $2.68 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares

58,245

Previous 56,588 2.93%

Holding current value

$2.68 Million

Previous $2.63 Million 1.22%

% of portfolio

0.91%

Previous 0.9%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$45.59 - $46.25 $75,542 - $76,636	1,657 Added 2.93%	58,245 $2.66 Million
Q3 2024 Oct 10, 2024	BUY	$45.17 - $46.39 $68,026 - $69,863	1,506 Added 2.73%	56,588 $2.63 Million
Q2 2024 Jul 15, 2024	SELL	$44.81 - $45.47 $11,157 - $11,322	-249 Reduced 0.45%	55,082 $2.5 Million
Q1 2024 Apr 17, 2024	BUY	$45.21 - $45.87 $1.56 Million - $1.58 Million	34,493 Added 165.53%	55,331 $2.52 Million
Q4 2023 Jan 19, 2024	BUY	$43.78 - $45.84 $235,580 - $246,665	5,381 Added 34.81%	20,838 $950,000
Q3 2023 Oct 27, 2023	BUY	$44.22 - $45.5 $156,981 - $161,525	3,550 Added 29.81%	15,457 $686,000
Q2 2023 Aug 04, 2023	BUY	$45.13 - $45.92 $120,767 - $122,881	2,676 Added 28.99%	11,907 $538,000
Q1 2023 Apr 12, 2023	BUY	$44.82 - $46.38 $413,733 - $428,133	9,231 New	9,231 $422,000

Others Institutions Holding JPIE

# of Institutions

273

Shares Held

41.7M

Call Options Held

Put Options Held

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About J P MORGAN EXCHANGE-TRADED FD

Ticker JPIE

More about JPIE

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Morgan Rosel Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History