A detailed history of Hm Payson & CO transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Hm Payson & CO holds 589 shares of JEPI stock, worth $33,037. This represents 0.0% of its overall portfolio holdings.

Number of Shares
589
Previous 1,589 62.93%
Holding current value
$33,037
Previous $91,000 63.74%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Apr 29, 2025

SELL
$56.17 - $59.71 $56,170 - $59,710
-1,000 Reduced 62.93%
589 $33,000
Q3 2024

Oct 28, 2024

SELL
$54.98 - $59.51 $40,465 - $43,799
-736 Reduced 31.66%
1,589 $94,000
Q2 2024

Aug 13, 2024

BUY
$55.45 - $57.39 $96,261 - $99,629
1,736 Added 294.74%
2,325 $131,000
Q1 2024

Jun 20, 2024

BUY
$54.75 - $57.86 $32,247 - $34,079
589 New
589 $34,000

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
Track This Portfolio

Track Hm Payson & CO Portfolio

Follow Hm Payson & CO 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 Hm Payson & CO, based on Form 13F filings with the SEC.

News

Stay updated on Hm Payson & CO with notifications on news.