Appleton Partners Inc J P Morgan Exchange Traded Fd Transaction History
Appleton Partners Inc
- $1.35 Billion
- Q4 2024
A detailed history of Appleton Partners Inc transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Appleton Partners Inc holds 252,120 shares of JEPI stock, worth $14.9 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
252,120
Previous 240,371
4.89%
Holding current value
$14.9 Million
Previous $14.3 Million
1.4%
% of portfolio
1.07%
Previous 1.05%
Shares
11 transactions
Others Institutions Holding JEPI
# of Institutions
1,302Shares Held
301MCall Options Held
284KPut Options Held
338K-
Morgan Stanley New York, NY41.5MShares$2.46 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC31.3MShares$1.85 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY20.7MShares$1.23 Billion0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA14.6MShares$861 Million0.19% of portfolio
-
Ubs Group Ag7.67MShares$454 Million0.08% of portfolio