Hughes Financial Services, LLC JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF Transaction History

Hughes Financial Services, LLC

  • $629 Billion
  • Q3 2025
Number of Shares
123,160
Previous 117,767 4.58%
Holding current value
$8.1 Billion
Previous $7.45 Billion 8.83%
% of portfolio
1.29%
Previous 1.28%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
N/A
5,393 Added 4.58%
123,160 $8.1 Billion
Q2 2025

Aug 07, 2025
BUY
N/A
8,660 Added 7.94%
117,767 $7.45 Billion
Q1 2025

May 01, 2025
BUY
N/A
52,723 Added 93.51%
109,107 $6.52 Billion
Q4 2024

Feb 10, 2025
BUY
N/A
56,384 New
56,384 $3.5 Billion
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