Carson Advisory Inc. J P Morgan Exchange Traded Fd Transaction History
Carson Advisory Inc.
- $135 Million
- Q4 2024
A detailed history of Carson Advisory Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Carson Advisory Inc. holds 4,309 shares of JEPI stock, worth $242,036. This represents 0.18% of its overall portfolio holdings.
Number of Shares
4,309
Previous 4,247
1.46%
Holding current value
$242,036
Previous $252,000
1.98%
% of portfolio
0.18%
Previous 0.17%
Shares
9 transactions
Others Institutions Holding JEPI
# of Institutions
1,327Shares Held
304MCall Options Held
179KPut Options Held
309K-
Morgan Stanley New York, NY41.5MShares$2.33 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC31.3MShares$1.76 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY20.7MShares$1.16 Billion0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA14.6MShares$818 Million0.19% of portfolio
-
Ubs Group Ag7.67MShares$431 Million0.08% of portfolio