Carnegie Lake Advisors LLC J P Morgan Exchange Traded Fd Transaction History
Carnegie Lake Advisors LLC
- $248 Million
- Q4 2024
A detailed history of Carnegie Lake Advisors LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Carnegie Lake Advisors LLC holds 10,955 shares of JEPI stock, worth $643,058. This represents 0.25% of its overall portfolio holdings.
Number of Shares
10,955
Previous 12,045
9.05%
Holding current value
$643,058
Previous $717,000
12.13%
% of portfolio
0.25%
Previous 0.28%
Shares
2 transactions
Others Institutions Holding JEPI
# of Institutions
1,229Shares Held
284MCall Options Held
307KPut Options Held
344K-
Morgan Stanley New York, NY39.4MShares$2.31 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.8 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.31 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$734 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$418 Million0.09% of portfolio