Halpern Financial, Inc. J P Morgan Exchange Traded Fd Transaction History

Halpern Financial, Inc.

  • $389 Billion
  • Q3 2024

A detailed history of Halpern Financial, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Halpern Financial, Inc. holds 242,713 shares of JEPI stock, worth $14.4 Million. This represents 3.7% of its overall portfolio holdings.

Number of Shares
242,713
Previous 220,070 10.29%
Holding current value
$14.4 Million
Previous $12.5 Billion 15.17%
% of portfolio
3.7%
Previous 3.43%

Shares

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

Oct 04, 2024
BUY
$54.98 - $59.51 $1.24 Million - $1.35 Million
22,643 Added 10.29%
242,713 $14.4 Billion
Q2 2024

Jul 08, 2024
BUY
$55.45 - $57.39 $12.1 Million - $12.5 Million
217,750 Added 9385.78%
220,070 $12.5 Billion
Q1 2024

Apr 09, 2024
BUY
$54.75 - $57.86 $74,624 - $78,863
1,363 Added 142.42%
2,320 $132 Million
Q4 2023

Jan 19, 2024
BUY
$51.51 - $55.33 $49,295 - $52,950
957 New
957 $52.5 Million

Others Institutions Holding JEPI

# of Institutions
1,134
Shares Held
270M
Call Options Held
283K
Put Options Held
338K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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