Saxony Capital Management, LLC J P Morgan Exchange Traded Fd Transaction History
Saxony Capital Management, LLC
- $91 Billion
- Q2 2024
A detailed history of Saxony Capital Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Saxony Capital Management, LLC holds 13,610 shares of JEPI stock, worth $805,031. This represents 0.85% of its overall portfolio holdings.
Number of Shares
13,610
Previous 10,375
31.18%
Holding current value
$805,031
Previous $600 Million
28.51%
% of portfolio
0.85%
Previous 0.72%
Shares
2 transactions
Others Institutions Holding JEPI
# of Institutions
1,134Shares Held
270MCall Options Held
283KPut Options Held
338K-
Morgan Stanley New York, NY38.1MShares$2.26 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC28.2MShares$1.67 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY18.9MShares$1.12 Billion0.09% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$749 Million0.18% of portfolio
-
Envestnet Asset Management Inc7.1MShares$420 Million0.14% of portfolio