JWM
HEPA

JGP Wealth Management’s Hepion Pharmaceuticals HEPA Stock Holding History

JGP Wealth Management’s Portfolio HEPA Stock Details HEPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-15
Closed -$17K – 152
2022
Q1 		$17K Hold
15
– – ﹤0.01% 159
2021
Q4 		$18K Hold
15
– – ﹤0.01% 159
2021
Q3 		$23K Hold
15
– – 0.01% 155
2021
Q2 		$30K Hold
15
– – 0.01% 155
2021
Q1 		$28K Buy
+15
New +$32.9K 0.01% 149

Other funds holding HEPA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
IC
Ikarian Capital Dallas, Texas $1.23B AUM 600.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

JGP Wealth Management's HEPA Position: Q2 2022 in Review

JGP Wealth Management sold out of Hepion Pharmaceuticals (HEPA) in Q2 2022, closing a stake of 15 shares — an estimated $17K sold.

JGP Wealth Management first reported a position in HEPA in Q1 2021 and held it in 5 quarters. The position peaked at $30K in Q2 2021. 28 funds tracked by Wall St. Rank hold HEPA as of Q2 2022.

  • JGP Wealth Management reported no remaining Hepion Pharmaceuticals position as of Q2 2022 after selling out during the quarter.
  • JGP Wealth Management sold 15 Hepion Pharmaceuticals shares in Q2 2022, an estimated $17K.
  • JGP Wealth Management first reported a position in Hepion Pharmaceuticals in Q1 2021 and held it in 5 quarters.
  • JGP Wealth Management's Hepion Pharmaceuticals position peaked at $30K in Q2 2021.
  • 28 funds tracked by Wall St. Rank held Hepion Pharmaceuticals as of Q2 2022.

Based on JGP Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.