Cannon Wealth Management Services, LLC J P Morgan Exchange Traded Fd Transaction History
Cannon Wealth Management Services, LLC
- $116 Billion
- Q4 2024
A detailed history of Cannon Wealth Management Services, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Cannon Wealth Management Services, LLC holds 19,452 shares of JEPI stock, worth $1.15 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
19,452
Previous 15,627
24.48%
Holding current value
$1.15 Million
Previous $930 Million
22.49%
% of portfolio
0.98%
Previous 0.85%
Shares
2 transactions
Others Institutions Holding JEPI
# of Institutions
1,221Shares Held
284MCall Options Held
307KPut Options Held
344K-
Morgan Stanley New York, NY39.4MShares$2.32 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.81 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.32 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$737 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$420 Million0.09% of portfolio