Advisor Os, LLC J P Morgan Exchange Traded Fd Transaction History
Advisor Os, LLC
- $844 Million
- Q4 2024
A detailed history of Advisor Os, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Advisor Os, LLC holds 118,728 shares of JEPI stock, worth $6.97 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
118,728
Previous 100,709
17.89%
Holding current value
$6.97 Million
Previous $5.99 Million
13.97%
% of portfolio
0.81%
Previous 0.62%
Shares
8 transactions
Others Institutions Holding JEPI
# of Institutions
1,221Shares Held
284MCall Options Held
307KPut Options Held
344K-
Morgan Stanley New York, NY39.4MShares$2.31 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.8 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.31 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$734 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$418 Million0.09% of portfolio