Acorn Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Acorn Wealth Advisors, LLC
- $185 Million
- Q1 2024
A detailed history of Acorn Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 45,245 shares of JEPI stock, worth $2.54 Million. This represents 1.42% of its overall portfolio holdings.
Number of Shares
45,245
Previous 45,323
0.17%
Holding current value
$2.54 Million
Previous $2.49 Million
5.06%
% of portfolio
1.42%
Previous 1.49%
Shares
6 transactions
Others Institutions Holding JEPI
# of Institutions
1,092Shares Held
272MCall Options Held
311KPut Options Held
428K-
Morgan Stanley New York, NY37.1MShares$2.08 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC26.6MShares$1.5 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22MShares$1.24 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA12.3MShares$688 Million0.17% of portfolio
-
Royal Bank Of Canada Toronto, A66.74MShares$378 Million0.09% of portfolio