Capital Advisory Group Advisory Services, LLC J P Morgan Exchange Traded Fd Transaction History
Capital Advisory Group Advisory Services, LLC
- $276 Million
- Q4 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 33,665 shares of JEPI stock, worth $1.96 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
33,665
Previous 33,420
0.73%
Holding current value
$1.96 Million
Previous $1.99 Million
2.62%
% of portfolio
0.7%
Previous 0.8%
Shares
10 transactions
Others Institutions Holding JEPI
# of Institutions
1,327Shares Held
304MCall Options Held
179KPut Options Held
309K-
Morgan Stanley New York, NY41.5MShares$2.42 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC31.3MShares$1.82 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY20.7MShares$1.21 Billion0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA14.6MShares$847 Million0.19% of portfolio
-
Ubs Group Ag7.67MShares$446 Million0.08% of portfolio