Capital Advisory Group Advisory Services, LLC J P Morgan Exchange Traded Fd Transaction History
Capital Advisory Group Advisory Services, LLC
- $233 Million
- Q2 2024
A detailed history of Capital Advisory Group Advisory Services, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Capital Advisory Group Advisory Services, LLC holds 32,620 shares of JEPI stock, worth $1.92 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
32,620
Previous 28,945
12.7%
Holding current value
$1.92 Million
Previous $1.67 Million
10.39%
% of portfolio
0.79%
Previous 0.8%
Shares
8 transactions
Others Institutions Holding JEPI
# of Institutions
1,131Shares Held
270MCall Options Held
283KPut Options Held
338K-
Morgan Stanley New York, NY38.1MShares$2.24 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC28.2MShares$1.66 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY18.9MShares$1.11 Billion0.09% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$745 Million0.18% of portfolio
-
Envestnet Asset Management Inc7.1MShares$418 Million0.14% of portfolio