Palisades Hudson Asset Management, L.P. JPMorgan Exchange Traded Fund Transaction History

Palisades Hudson Asset Management, L.P.

  • $256 Million
  • Q2 2025
Number of Shares
8,730
Previous 7,026 24.25%
Holding current value
$704,000
Previous $503,000 39.96%
% of portfolio
0.28%
Previous 0.23%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
N/A
1,704 Added 24.25%
8,730 $704,000
Q1 2025

May 08, 2025
SELL
N/A
-138 Reduced 1.93%
7,026 $503,000
Q4 2024

Feb 07, 2025
BUY
N/A
87 Added 1.23%
7,164 $506,000
Q3 2024

Oct 29, 2024
BUY
N/A
33 Added 0.47%
7,077 $512,000
Q2 2024

Jul 31, 2024
BUY
N/A
37 Added 0.53%
7,044 $458,000
Q1 2024

May 06, 2024
BUY
N/A
59 Added 0.85%
7,007 $468,000
Q4 2023

Feb 12, 2024
BUY
N/A
48 Added 0.7%
6,948 $445,000
Q3 2023

Nov 02, 2023
BUY
N/A
27 Added 0.39%
6,900 $401,000
Q2 2023

Aug 14, 2023
BUY
N/A
29 Added 0.42%
6,873 $421,000
Q1 2023

Apr 26, 2023
BUY
N/A
15 Added 0.22%
6,844 $407,000
Q4 2022

Feb 08, 2023
BUY
N/A
35 Added 0.52%
6,829 $391,000
Q3 2022

Oct 28, 2022
BUY
N/A
31 Added 0.46%
6,794 $363,000
Q2 2022

Aug 10, 2022
SELL
N/A
-32 Reduced 0.47%
6,763 $397,000
Q1 2022

Apr 27, 2022
BUY
N/A
11 Added 0.16%
6,795 $477,000
Q4 2021

Feb 03, 2022
SELL
N/A
-68 Reduced 0.99%
6,784 $456,000
Q3 2021

Oct 28, 2021
BUY
N/A
21 Added 0.31%
6,852 $431,000
Q2 2021

Aug 06, 2021
SELL
N/A
-7,410 Reduced 52.03%
6,831 $442,000
Q1 2021

May 10, 2021
SELL
N/A
-155 Reduced 1.08%
14,241 $421,000
Q4 2020

Jan 29, 2021
SELL
N/A
-144 Reduced 0.99%
14,396 $386,000
Q3 2020

Nov 09, 2020
SELL
N/A
-70 Reduced 0.48%
14,540 $347,000
Q2 2020

Aug 13, 2020
BUY
N/A
104 Added 0.72%
14,610 $330,000
Q1 2020

May 07, 2020
SELL
N/A
-18,459 Reduced 56.0%
14,506 $276,000
Q4 2019

Jan 30, 2020
SELL
N/A
-285 Reduced 0.86%
32,965 $857,000
Q3 2019

Oct 17, 2019
SELL
N/A
-622 Reduced 1.84%
33,250 $832,000
Q2 2019

Jul 30, 2019
SELL
N/A
-132 Reduced 0.39%
33,872 $843,000
Q1 2019

Apr 23, 2019
BUY
N/A
325 Added 0.96%
34,004 $813,000
Q4 2018

Feb 04, 2019
BUY
N/A
33,679 New
33,679 $696,000
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