Continuum Advisory, LLC J P Morgan Exchange Traded Fd Transaction History
Continuum Advisory, LLC
- $778 Million
- Q3 2024
A detailed history of Continuum Advisory, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Continuum Advisory, LLC holds 79,641 shares of JEPI stock, worth $4.79 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
79,641
Previous 60,436
31.78%
Holding current value
$4.79 Million
Previous $3.43 Million
38.36%
% of portfolio
0.61%
Previous 0.5%
Shares
17 transactions
Others Institutions Holding JEPI
# of Institutions
1,166Shares Held
280MCall Options Held
307KPut Options Held
341K-
Morgan Stanley New York, NY39.4MShares$2.37 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.85 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.35 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$752 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$429 Million0.09% of portfolio