Peterson Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Peterson Wealth Advisors, LLC

  • $603 Million
  • Q4 2025

A detailed history of Peterson Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 390,618 shares of JPIE stock, worth $18.1 Million. This represents 3.0% of its overall portfolio holdings.

Number of Shares
390,618
Previous 81,742 377.87%
Holding current value
$18.1 Million
Previous $3.79 Million 376.09%
% of portfolio
3.0%
Previous 0.67%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
BUY
$46.18 - $46.47 $14.3 Million - $14.4 Million
308,876 Added 377.87%
390,618 $18.1 Million
Q3 2025

Oct 09, 2025
BUY
$46.01 - $46.55 $2.41 Million - $2.44 Million
52,392 Added 178.51%
81,742 $3.79 Million
Q2 2025

Jul 07, 2025
BUY
$45.12 - $46.32 $646,659 - $663,858
14,332 Added 95.43%
29,350 $1.36 Million
Q1 2025

Apr 30, 2025
BUY
$45.46 - $46.18 $682,718 - $693,531
15,018 New
15,018 $691,000

Others Institutions Holding JPIE

# of Institutions
385
Shares Held
79.9M
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
Track This Portfolio

Track Peterson Wealth Advisors, LLC Portfolio

Follow Peterson Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Peterson Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Peterson Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email