Coordinated Financial Services, Inc./Co J P Morgan Exchange Traded Fd Transaction History
Coordinated Financial Services, Inc./Co
- $117 Billion
- Q2 2024
A detailed history of Coordinated Financial Services, Inc./Co transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Coordinated Financial Services, Inc./Co holds 24,010 shares of JEPI stock, worth $1.44 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
24,010
Previous 20,231
18.68%
Holding current value
$1.44 Million
Previous $1.17 Billion
16.26%
% of portfolio
1.16%
Previous 1.02%
Shares
2 transactions
Others Institutions Holding JEPI
# of Institutions
1,166Shares Held
279MCall Options Held
307KPut Options Held
341K-
Morgan Stanley New York, NY39.4MShares$2.36 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.84 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.34 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$749 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$427 Million0.09% of portfolio