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 $4.39 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
75,109
Previous 73,874
1.67%
Holding current value
$4.39 Million
Previous $4.19 Million
6.74%
% of portfolio
0.35%
Previous 0.35%
Shares
8 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