Halpern Financial, Inc. Jp Morgan Exchange Traded Fd T Transaction History

Halpern Financial, Inc.

$389 Billion
Q3 2024

A detailed history of Halpern Financial, Inc. transactions in Jp Morgan Exchange Traded Fd T stock. As of the latest transaction made, Halpern Financial, Inc. holds 224,635 shares of JCPI stock, worth $10.5 Million. This represents 2.77% of its overall portfolio holdings.

Number of Shares

224,635

Previous 219,158 2.5%

Holding current value

$10.5 Million

Previous $10.2 Billion 5.33%

% of portfolio

2.77%

Previous 2.81%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 04, 2024	BUY	$46.51 - $48.2 $254,735 - $263,991	5,477 Added 2.5%	224,635 $10.8 Billion
Q2 2024 Jul 08, 2024	BUY	$45.89 - $46.76 $472,896 - $481,861	10,305 Added 4.93%	219,158 $10.2 Billion
Q1 2024 Apr 09, 2024	BUY	$46.08 - $46.86 $551,577 - $560,914	11,970 Added 6.08%	208,853 $9.71 Billion
Q4 2023 Jan 19, 2024	BUY	$44.61 - $46.7 $26,052 - $27,272	584 Added 0.3%	196,883 $9.15 Billion
Q3 2023 Oct 10, 2023	BUY	$45.12 - $46.3 $604,201 - $620,003	13,391 Added 7.32%	196,299 $8.87 Billion
Q2 2023 Sep 21, 2023	BUY	$46.09 - $47.6 $174,174 - $179,880	3,779 Added 2.11%	182,908 $8.45 Billion
Q1 2023 Sep 21, 2023	BUY	$45.88 - $47.49 $141,310 - $146,269	3,080 Added 1.75%	179,129 $8.51 Billion
Q4 2022 Sep 21, 2023	BUY	$45.61 - $47.22 $327,935 - $339,511	7,190 Added 4.26%	176,049 $8.07 Billion
Q3 2022 Sep 21, 2023	BUY	$45.41 - $49.78 $93,090 - $102,049	2,050 Added 1.23%	168,859 $7.67 Billion
Q2 2022 Sep 21, 2023	BUY	$48.24 - $50.08 $8.05 Million - $8.35 Million	166,809 New	166,809 $8.06 Billion

Others Institutions Holding JCPI

# of Institutions

Shares Held

11.7M

Call Options Held

Put Options Held

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About JP MORGAN EXCHANGE-TRADED FD T

Ticker JCPI
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Halpern Financial, Inc. Jp Morgan Exchange Traded Fd T Transaction History