Childress Capital Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Childress Capital Advisors, LLC
- $366 Million
- Q3 2024
A detailed history of Childress Capital Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Childress Capital Advisors, LLC holds 343,949 shares of JEPI stock, worth $20.1 Million. This represents 5.59% of its overall portfolio holdings.
Number of Shares
343,949
Previous 327,195
5.12%
Holding current value
$20.1 Million
Previous $18.5 Million
10.37%
% of portfolio
5.59%
Previous 5.32%
Shares
9 transactions
Others Institutions Holding JEPI
# of Institutions
1,139Shares Held
271MCall Options Held
283KPut Options Held
338K-
Morgan Stanley New York, NY38.1MShares$2.23 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC28.2MShares$1.65 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY18.9MShares$1.1 Billion0.09% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$740 Million0.18% of portfolio
-
Envestnet Asset Management Inc7.1MShares$415 Million0.14% of portfolio