Williams Financial, LLC J P Morgan Exchange Traded Fd Transaction History

Williams Financial, LLC

  • $96.9 Million
  • Q3 2025

A detailed history of Williams Financial, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Williams Financial, LLC holds 456,107 shares of JPIE stock, worth $21.1 Million. This represents 21.83% of its overall portfolio holdings.

Number of Shares
456,107
Previous 453,068 0.67%
Holding current value
$21.1 Million
Previous $21 Million 0.86%
% of portfolio
21.83%
Previous 22.88%

Shares

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

Oct 24, 2025
BUY
$46.01 - $46.55 $139,824 - $141,465
3,039 Added 0.67%
456,107 $21.2 Million
Q2 2025

Jul 11, 2025
BUY
$45.12 - $46.32 $2.47 Million - $2.53 Million
54,707 Added 13.73%
453,068 $21 Million
Q1 2025

Apr 23, 2025
BUY
$45.46 - $46.18 $18.1 Million - $18.4 Million
398,361 New
398,361 $18.4 Million

Others Institutions Holding JPIE

# of Institutions
382
Shares Held
78.9M
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
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