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 $13.9 Million. This represents 3.7% of its overall portfolio holdings.

Number of Shares

242,713

Previous 220,070 10.29%

Holding current value

$13.9 Million

Previous $12.5 Billion 15.17%

% of portfolio

3.7%

Previous 3.43%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,387

Shares Held

732M

Call Options Held

511K

Put Options Held

363K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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