Coordinated Financial Services, Inc./Co J P Morgan Exchange Traded Fd Transaction History
Coordinated Financial Services, Inc./Co
- $131 Billion
- Q1 2025
A detailed history of Coordinated Financial Services, Inc./Co transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Coordinated Financial Services, Inc./Co holds 28,486 shares of JEPI stock, worth $1.59 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
28,486
Previous 24,010
18.64%
Holding current value
$1.59 Million
Previous $1.36 Billion
19.61%
% of portfolio
1.25%
Previous 1.16%
Shares
3 transactions
Others Institutions Holding JEPI
# of Institutions
1,372Shares Held
334MCall Options Held
511KPut Options Held
363K-
Morgan Stanley New York, NY43.9MShares$2.45 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC32.7MShares$1.82 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY28.2MShares$1.57 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA15.7MShares$876 Million0.21% of portfolio
-
Ubs Group Ag8.35MShares$466 Million0.09% of portfolio