Cornerstone Wealth Group, LLC J P Morgan Exchange Traded Fd Transaction History
Cornerstone Wealth Group, LLC
- $1.29 Billion
- Q3 2024
A detailed history of Cornerstone Wealth Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Cornerstone Wealth Group, LLC holds 75,109 shares of JEPI stock, worth $4.52 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
75,109
Previous 73,874
1.67%
Holding current value
$4.52 Million
Previous $4.19 Million
6.74%
% of portfolio
0.35%
Previous 0.35%
Shares
8 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