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 $97,829. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,713
Previous 1,692 1.24%
Holding current value
$97,829
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
1,328
Shares Held
303M
Call Options Held
179K
Put Options Held
309K
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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