New Edge Wealth, LLC J P Morgan Exchange Traded Fd Transaction History

New Edge Wealth, LLC

$6.58 Billion
Q3 2025

A detailed history of New Edge Wealth, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, New Edge Wealth, LLC holds 531,112 shares of JPIE stock, worth $24.6 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

531,112

Previous 512,098 3.71%

Holding current value

$24.6 Million

Previous $23.7 Million 3.91%

% of portfolio

0.37%

Previous 0.4%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$46.01 - $46.55 $874,834 - $885,101	19,014 Added 3.71%	531,112 $24.6 Million
Q2 2025 Aug 11, 2025	BUY	$45.12 - $46.32 $9.59 Million - $9.85 Million	212,645 Added 71.01%	512,098 $23.7 Million
Q1 2025 May 09, 2025	SELL	$45.46 - $46.18 $377,590 - $383,571	-8,306 Reduced 2.7%	299,453 $13.8 Million
Q4 2024 Feb 04, 2025	BUY	$45.59 - $46.25 $255,258 - $258,953	5,599 Added 1.85%	307,759 $14 Million
Q3 2024 Nov 12, 2024	BUY	$45.17 - $46.39 $13.6 Million - $14 Million	302,160 New	302,160 $14 Million

Q4 2023 Jan 29, 2024	BUY	$43.78 - $45.84 $510,037 - $534,036	11,650 New	11,650 $531,000

Others Institutions Holding JPIE

# of Institutions

383

Shares Held

79M

Call Options Held

Put Options Held

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JPIE

More about JPIE

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New Edge Wealth, LLC J P Morgan Exchange Traded Fd Transaction History