Plotkin Financial Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Plotkin Financial Advisors, LLC
- $168 Billion
- Q4 2024
A detailed history of Plotkin Financial Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Plotkin Financial Advisors, LLC holds 30,711 shares of JEPI stock, worth $1.8 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
30,711
Previous 31,206
1.59%
Holding current value
$1.8 Million
Previous $1.86 Billion
4.86%
% of portfolio
1.05%
Previous 1.11%
Shares
15 transactions
Others Institutions Holding JEPI
# of Institutions
1,325Shares Held
304MCall Options Held
179KPut Options Held
309K-
Morgan Stanley New York, NY41.5MShares$2.43 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC31.3MShares$1.83 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY20.7MShares$1.21 Billion0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA14.6MShares$851 Million0.19% of portfolio
-
Ubs Group Ag7.67MShares$449 Million0.08% of portfolio