Householder Group Estate & Retirement Specialist, LLC Jp Morgan Exchange Traded Fd T Transaction History

Householder Group Estate & Retirement Specialist, LLC

$134 Million
Q4 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	SELL	$45.89 - $46.76 $26,983 - $27,494	-588 Reduced 13.9%	3,642 $170,000
Q1 2024 May 03, 2024	SELL	$46.08 - $46.86 $3,640 - $3,701	-79 Reduced 1.83%	4,230 $198,000
Q4 2023 Jan 23, 2024	SELL	$44.61 - $46.7 $44,030 - $46,092	-987 Reduced 18.64%	4,309 $200,000
Q3 2023 Oct 10, 2023	SELL	$45.12 - $46.3 $18,950 - $19,446	-420 Reduced 7.35%	5,296 $239,000
Q1 2023 Apr 13, 2023	BUY	$45.88 - $47.49 $262,250 - $271,452	5,716 New	5,716 $271,000
Q3 2022 Oct 11, 2022	BUY	$45.41 - $49.78 $246,667 - $270,404	5,432 New	5,432 $246,000

Others Institutions Holding JCPI

# of Institutions

Shares Held

11.7M

Call Options Held

Put Options Held

Jpmorgan Chase & CO New York, NY

10.8M
Shares

$506 Million
0.04% of portfolio
Oxford Financial Group LTD Indianapolis, IN

360K
Shares

$16.9 Million
1.1% of portfolio
Halpern Financial, Inc. Ashburn, VA

225K
Shares

$10.6 Million
2.77% of portfolio
Sage Rhino Capital LLC

62.2K
Shares

$2.93 Million
0.68% of portfolio
Kavar Capital Partners Group, LLC Leawood, KS

49.3K
Shares

$2.32 Million
0.38% of portfolio

View Full List

About JP MORGAN EXCHANGE-TRADED FD T

Ticker JCPI
Sector ETFs
Industry ETFs

More about JCPI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Householder Group Estate & Retirement Specialist, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Householder Group Estate & Retirement Specialist, LLC with notifications on news.

Account