Clear Point Advisors Inc. J P Morgan Exchange Traded Fd Transaction History
Clear Point Advisors Inc.
- $122 Billion
- Q2 2024
A detailed history of Clear Point Advisors Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Clear Point Advisors Inc. holds 3,744 shares of JEPI stock, worth $216,889. This represents 0.17% of its overall portfolio holdings.
Number of Shares
3,744
Previous 3,705
1.05%
Holding current value
$216,889
Previous $214 Million
1.03%
% of portfolio
0.17%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding JEPI
# of Institutions
1,129Shares Held
270MCall Options Held
283KPut Options Held
338K-
Morgan Stanley New York, NY38.1MShares$2.21 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC28.2MShares$1.63 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY18.9MShares$1.09 Billion0.09% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$733 Million0.18% of portfolio
-
Envestnet Asset Management Inc7.1MShares$412 Million0.14% of portfolio