Allen Capital Group, LLC J P Morgan Exchange Traded Fd Transaction History
Allen Capital Group, LLC
- $855 Million
- Q3 2024
A detailed history of Allen Capital Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Allen Capital Group, LLC holds 192,237 shares of JEPI stock, worth $11.4 Million. This represents 1.34% of its overall portfolio holdings.
Number of Shares
192,237
Previous 150,039
28.12%
Holding current value
$11.4 Million
Previous $8.5 Million
34.52%
% of portfolio
1.34%
Previous 1.12%
Shares
16 transactions
Others Institutions Holding JEPI
# of Institutions
1,166Shares Held
279MCall Options Held
307KPut Options Held
341K-
Morgan Stanley New York, NY39.4MShares$2.34 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.83 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.33 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$744 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$424 Million0.09% of portfolio