Jessup Wealth Management, Inc Spdr Bloomberg High Yield Bond Transaction History

Jessup Wealth Management, Inc

$235 Billion
Q4 2024

A detailed history of Jessup Wealth Management, Inc transactions in Spdr Bloomberg High Yield Bond stock. As of the latest transaction made, Jessup Wealth Management, Inc holds 112,854 shares of JNK stock, worth $11 Million. This represents 4.59% of its overall portfolio holdings.

Number of Shares

112,854

Previous 108,580 3.94%

Holding current value

$11 Million

Previous $10.6 Billion 1.47%

% of portfolio

4.59%

Previous 4.87%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$94.77 - $97.36 $405,046 - $416,116	4,274 Added 3.94%	112,854 $10.8 Billion
Q3 2024 Oct 09, 2024	SELL	$93.65 - $97.81 $200,411 - $209,313	-2,140 Reduced 1.93%	108,580 $10.6 Billion
Q2 2024 Jul 26, 2024	BUY	$92.57 - $94.69 $168,940 - $172,809	1,825 Added 1.68%	110,720 $10.4 Billion
Q1 2024 Apr 15, 2024	BUY	$93.76 - $95.35 $1.16 Million - $1.18 Million	12,361 Added 12.8%	108,895 $10.4 Billion
Q4 2023 Jan 12, 2024	BUY	$87.96 - $95.4 $3.16 Million - $3.43 Million	35,921 Added 59.26%	96,534 $9.14 Billion
Q3 2023 Oct 24, 2023	BUY	$90.07 - $92.79 $203,378 - $209,519	2,258 Added 3.87%	60,613 $5.48 Billion
Q2 2023 Jul 21, 2023	BUY	$90.21 - $92.61 $6,765 - $6,945	75 Added 0.13%	58,355 $5.37 Billion
Q1 2023 Apr 26, 2023	BUY	$89.57 - $94.63 $200,547 - $211,876	2,239 Added 4.0%	58,280 $5.41 Billion
Q4 2022 Jan 30, 2023	BUY	$87.45 - $93.18 $4.9 Million - $5.22 Million	56,041 New	56,041 $5.04 Billion

Others Institutions Holding JNK

# of Institutions

626

Shares Held

77.8M

Call Options Held

51.9K

Put Options Held

76.9K

View Full List

About SPDR BLOOMBERG HIGH YIELD BOND

Ticker JNK
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Jessup Wealth Management, Inc Spdr Bloomberg High Yield Bond Transaction History