Cassia Capital Partners, LLC J P Morgan Exchange Traded Fd Transaction History
Cassia Capital Partners, LLC
- $157 Million
- Q4 2024
A detailed history of Cassia Capital Partners, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Cassia Capital Partners, LLC holds 190,814 shares of JEPI stock, worth $11.3 Million. This represents 7.0% of its overall portfolio holdings.
Number of Shares
190,814
Previous 190,504
0.16%
Holding current value
$11.3 Million
Previous $11.3 Million
3.17%
% of portfolio
7.0%
Previous 7.48%
Shares
7 transactions
Others Institutions Holding JEPI
# of Institutions
1,207Shares Held
283MCall Options Held
307KPut Options Held
341K-
Morgan Stanley New York, NY39.4MShares$2.33 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.82 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.32 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$739 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$421 Million0.09% of portfolio