Sky Oak Wealth, LLC J P Morgan Exchange Traded Fd Transaction History

Sky Oak Wealth, LLC

  • $445 Million
  • Q3 2024

A detailed history of Sky Oak Wealth, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 95,368 shares of JPIE stock, worth $4.34 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares
95,368
Previous 81,715 16.71%
Holding current value
$4.34 Million
Previous $3.71 Million 19.12%
% of portfolio
0.99%
Previous 0.87%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$45.17 - $46.39 $616,706 - $633,362
13,653 Added 16.71%
95,368 $4.42 Million
Q2 2024

Aug 12, 2024
BUY
$44.81 - $45.47 $914,034 - $927,497
20,398 Added 33.27%
81,715 $3.71 Million
Q1 2024

Apr 29, 2024
BUY
$45.21 - $45.87 $476,739 - $483,699
10,545 Added 20.77%
61,317 $2.79 Million
Q4 2023

Jan 12, 2024
BUY
$43.78 - $45.84 $2.22 Million - $2.33 Million
50,772 New
50,772 $2.32 Million

Others Institutions Holding JPIE

# of Institutions
237
Shares Held
35.8M
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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