Patrick M Sweeney & Associates, Inc J P Morgan Exchange Traded Fd Transaction History
Patrick M Sweeney & Associates, Inc
- $136 Billion
- Q3 2024
A detailed history of Patrick M Sweeney & Associates, Inc transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Patrick M Sweeney & Associates, Inc holds 5,973 shares of JEPI stock, worth $359,335. This represents 0.26% of its overall portfolio holdings.
Number of Shares
5,973
Previous 5,144
16.12%
Holding current value
$359,335
Previous $283 Million
25.56%
% of portfolio
0.26%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding JEPI
# of Institutions
1,166Shares Held
279MCall Options Held
307KPut Options Held
341K-
Morgan Stanley New York, NY39.4MShares$2.37 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.85 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.35 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$752 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$429 Million0.09% of portfolio