Halbert Hargrove Global Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Halbert Hargrove Global Advisors, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	SELL	$45.12 - $46.32 $1,128 - $1,158	-25 Closed	0 $0
Q1 2025 Apr 17, 2025	SELL	$45.46 - $46.18 $1,136 - $1,154	-25 Closed	0 $0
Q4 2024 Jul 17, 2025	BUY	$45.59 - $46.25 $1,139 - $1,156	25 New	25 $1,000
Q4 2024 Feb 05, 2025	BUY	$45.59 - $46.25 $1,139 - $1,156	25 New	25 $1,000
Q2 2024 Jul 26, 2024	SELL	$44.81 - $45.47 $224,677 - $227,986	-5,014 Reduced 3.08%	157,938 $7.18 Million
Q1 2024 Apr 17, 2024	BUY	$45.21 - $45.87 $398,752 - $404,573	8,820 Added 5.72%	162,952 $7.42 Million
Q4 2023 Jan 23, 2024	BUY	$43.78 - $45.84 $310,443 - $325,051	7,091 Added 4.82%	154,132 $7.03 Million
Q3 2023 Oct 13, 2023	BUY	$44.22 - $45.5 $6.5 Million - $6.69 Million	147,041 New	147,041 $6.53 Million

329

57.2M

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