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

Mount Yale Investment Advisors, LLC

  • $1.03 Billion
  • Q3 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 284,241 shares of JPIE stock, worth $13 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares
284,241
Previous 266,769 6.55%
Holding current value
$13 Million
Previous $12.1 Million 8.72%
% of portfolio
1.28%
Previous 0.97%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
235
Shares Held
35.7M
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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