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

Halpern Financial, Inc.

$344 Billion
Q1 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 208,853 shares of JCPI stock, worth $9.72 Million. This represents 2.82% of its overall portfolio holdings.

Number of Shares

208,853

Previous 196,883 6.08%

Holding current value

$9.72 Million

Previous $9.15 Billion 6.09%

% of portfolio

2.82%

Previous 2.84%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$45.66 - $47.22 $328,295 - $339,511	7,190 Added 4.26%	176,049 $8.07 Billion
Q3 2022 Sep 21, 2023	BUY	N/A	2,050 Added 1.23%	168,859 $7.67 Billion
Q2 2022 Sep 21, 2023	BUY	N/A	166,809 New	166,809 $8.06 Billion

Others Institutions Holding JCPI

# of Institutions

Shares Held

11.8M

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