Financial Alternatives, Inc J P Morgan Exchange Traded Fd Transaction History
Financial Alternatives, Inc
- $142 Billion
- Q4 2024
A detailed history of Financial Alternatives, Inc transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Financial Alternatives, Inc holds 112,635 shares of JEPI stock, worth $6.66 Million. This represents 4.57% of its overall portfolio holdings.
Number of Shares
112,635
Previous 109,483
2.88%
Holding current value
$6.66 Million
Previous $6.52 Billion
0.54%
% of portfolio
4.57%
Previous 4.58%
Shares
9 transactions
Others Institutions Holding JEPI
# of Institutions
1,317Shares Held
304MCall Options Held
179KPut Options Held
309K-
Morgan Stanley New York, NY41.5MShares$2.45 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC31.3MShares$1.85 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY20.7MShares$1.23 Billion0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA14.6MShares$861 Million0.19% of portfolio
-
Ubs Group Ag7.67MShares$453 Million0.08% of portfolio