Capital Analysts, LLC J P Morgan Exchange Traded Fd Transaction History
Capital Analysts, LLC
- $2.26 Billion
- Q2 2024
A detailed history of Capital Analysts, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Capital Analysts, LLC holds 167,406 shares of JEPI stock, worth $9.85 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
167,406
Previous 156,334
7.08%
Holding current value
$9.85 Million
Previous $9.05 Million
4.9%
% of portfolio
0.42%
Previous 0.42%
Shares
14 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