Helen Stephens Group, LLC J P Morgan Exchange Traded Fd Transaction History

Helen Stephens Group, LLC

  • $352 Million
  • Q1 2025

A detailed history of Helen Stephens Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Helen Stephens Group, LLC holds 550,507 shares of JCPB stock, worth $25.6 Million. This represents 7.35% of its overall portfolio holdings.

Number of Shares
550,507
Previous 466,590 17.99%
Holding current value
$25.6 Million
Previous $21.5 Million 20.47%
% of portfolio
7.35%
Previous 6.38%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$45.56 - $47.23 $3.82 Million - $3.96 Million
83,917 Added 17.99%
550,507 $25.9 Million
Q4 2024

Jan 15, 2025
BUY
$46.07 - $48.17 $13.2 Million - $13.8 Million
285,475 Added 157.62%
466,590 $21.5 Million
Q3 2024

Oct 08, 2024
BUY
$45.87 - $48.53 $1.11 Million - $1.18 Million
24,302 Added 15.5%
181,115 $8.74 Million
Q2 2024

Jul 10, 2024
BUY
$45.27 - $46.67 $883,715 - $911,045
19,521 Added 14.22%
156,813 $7.27 Million
Q1 2024

Apr 17, 2024
BUY
$46.0 - $47.18 $2.51 Million - $2.57 Million
54,472 Added 65.77%
137,292 $6.4 Million
Q4 2023

Jan 16, 2024
BUY
$43.49 - $47.47 $1.34 Million - $1.46 Million
30,844 Added 59.34%
82,820 $3.9 Million
Q3 2023

Oct 30, 2023
BUY
$44.57 - $46.79 $1.11 Million - $1.17 Million
24,980 Added 92.53%
51,976 $2.32 Million
Q2 2023

Aug 04, 2023
BUY
$46.41 - $47.75 $559,379 - $575,530
12,053 Added 80.66%
26,996 $1.26 Million
Q1 2023

Apr 18, 2023
BUY
$45.84 - $47.89 $175,658 - $183,514
3,832 Added 34.49%
14,943 $708,000
Q4 2022

Feb 14, 2023
BUY
$44.67 - $47.29 $283,967 - $300,622
6,357 Added 133.72%
11,111 $510,000
Q3 2022

Oct 11, 2022
BUY
$45.58 - $49.27 $216,687 - $234,229
4,754 New
4,754 $218,000

Others Institutions Holding JCPB

# of Institutions
369
Shares Held
115M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JCPB Quotes by TradingView
  • Ticker JCPB
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