A detailed history of Waterfront Wealth Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Waterfront Wealth Inc. holds 18,599 shares of JPIE stock, worth $859,831. This represents 0.19% of its overall portfolio holdings.

Number of Shares
18,599
Previous 15,850 17.34%
Holding current value
$859,831
Previous $734,000 17.57%
% of portfolio
0.19%
Previous 0.18%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025

BUY
$46.01 - $46.55 $126,481 - $127,965
2,749 Added 17.34%
18,599 $863,000
Q2 2025

Aug 04, 2025

SELL
$45.12 - $46.32 $52,519 - $53,916
-1,164 Reduced 6.84%
15,850 $734,000
Q1 2025

Apr 25, 2025

BUY
$45.46 - $46.18 $130,333 - $132,398
2,867 Added 20.27%
17,014 $783,000
Q4 2024

Feb 03, 2025

BUY
$45.59 - $46.25 $5,744 - $5,827
126 Added 0.9%
14,147 $645,000
Q3 2024

Oct 31, 2024

BUY
$45.17 - $46.39 $633,328 - $650,434
14,021 New
14,021 $650,000

Others Institutions Holding JPIE

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JPIE
More about JPIE
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