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 $349,241. This represents 0.26% of its overall portfolio holdings.
Number of Shares
5,973
Previous 5,144
16.12%
Holding current value
$349,241
Previous $283 Million
25.56%
% of portfolio
0.26%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding JEPI
# of Institutions
1,139Shares Held
271MCall Options Held
283KPut Options Held
338K-
Morgan Stanley New York, NY38.1MShares$2.23 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC28.2MShares$1.65 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY18.9MShares$1.1 Billion0.09% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$740 Million0.18% of portfolio
-
Envestnet Asset Management Inc7.1MShares$415 Million0.14% of portfolio