Hbc Financial Services, Pllc J P Morgan Exchange Traded Fd Transaction History

Hbc Financial Services, Pllc

  • $163 Million
  • Q4 2024

A detailed history of Hbc Financial Services, Pllc transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Hbc Financial Services, Pllc holds 1,713 shares of JEPI stock, worth $101,238. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,713
Previous 1,692 1.24%
Holding current value
$101,238
Previous $100,000 2.0%
% of portfolio
0.06%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$57.53 - $60.83 $1,208 - $1,277
21 Added 1.24%
1,713 $98,000
Q3 2024

Nov 06, 2024
SELL
$54.98 - $59.51 $10,336 - $11,187
-188 Reduced 10.0%
1,692 $100,000
Q2 2024

Aug 07, 2024
SELL
$55.45 - $57.39 $72,085 - $74,607
-1,300 Reduced 40.88%
1,880 $107,000
Q1 2024

May 06, 2024
SELL
$54.75 - $57.86 $10,402 - $10,993
-190 Reduced 5.64%
3,180 $176,000
Q4 2023

Jan 26, 2024
BUY
$51.51 - $55.33 $173,588 - $186,462
3,370 New
3,370 $185,000

Others Institutions Holding JEPI

# of Institutions
1,199
Shares Held
280M
Call Options Held
307K
Put Options Held
341K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
Track This Portfolio

Track Hbc Financial Services, Pllc Portfolio

Follow Hbc Financial Services, Pllc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hbc Financial Services, Pllc, based on Form 13F filings with the SEC.

News

Stay updated on Hbc Financial Services, Pllc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email