Helen Stephens Group, LLC J P Morgan Exchange Traded Fd Transaction History

Helen Stephens Group, LLC

  • $445 Million
  • Q3 2025

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 10,887 shares of JPIE stock, worth $503,306. This represents 0.11% of its overall portfolio holdings.

Number of Shares
10,887
Previous 10,854 0.3%
Holding current value
$503,306
Previous $502,000 0.8%
% of portfolio
0.11%
Previous 0.12%

Shares

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

Oct 02, 2025
BUY
$46.01 - $46.55 $1,518 - $1,536
33 Added 0.3%
10,887 $506,000
Q2 2025

Jul 02, 2025
BUY
$45.12 - $46.32 $226,863 - $232,896
5,028 Added 86.3%
10,854 $502,000
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

# of Institutions
382
Shares Held
78.9M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JPIE Quotes by TradingView
  • Ticker JPIE
More about JPIE
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