Mount Yale Investment Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Mount Yale Investment Advisors, LLC

  • $1.2 Billion
  • Q4 2024

A detailed history of Mount Yale Investment Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 306,467 shares of JPIE stock, worth $14.1 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares
306,467
Previous 284,241 7.82%
Holding current value
$14.1 Million
Previous $13.2 Million 6.04%
% of portfolio
1.16%
Previous 1.28%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$45.59 - $46.25 $1.01 Million - $1.03 Million
22,226 Added 7.82%
306,467 $14 Million
Q3 2024

Oct 23, 2024
BUY
$45.17 - $46.39 $789,210 - $810,526
17,472 Added 6.55%
284,241 $13.2 Million
Q2 2024

Aug 13, 2024
BUY
$44.81 - $45.47 $441,288 - $447,788
9,848 Added 3.83%
266,769 $12.1 Million
Q1 2024

May 15, 2024
BUY
$45.21 - $45.87 $422,442 - $428,609
9,344 Added 3.77%
256,921 $11.7 Million
Q4 2023

Feb 12, 2024
BUY
$43.78 - $45.84 $10.8 Million - $11.3 Million
247,577 New
247,577 $11.3 Million

Others Institutions Holding JPIE

# of Institutions
249
Shares Held
37.7M
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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