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 5,826 shares of JPIE stock, worth $268,170. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,826
Previous 10,299 43.43%
Holding current value
$268,170
Previous $469,000 42.86%
% of portfolio
0.08%
Previous 0.14%

Shares

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

Apr 23, 2025

SELL
$45.46 - $46.18 $203,342 - $206,563
-4,473 Reduced 43.43%
5,826 $268,000
Q4 2024

Jan 15, 2025

BUY
$45.59 - $46.25 $469,531 - $476,328
10,299 New
10,299 $469,000

Others Institutions Holding JPIE

About J P MORGAN EXCHANGE-TRADED FD


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