Creative Planning J P Morgan Exchange Traded Fd Transaction History
Creative Planning
- $101 Billion
- Q3 2024
A detailed history of Creative Planning transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Creative Planning holds 139,002 shares of JEPI stock, worth $8.13 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
139,002
Previous 96,148
44.57%
Holding current value
$8.13 Million
Previous $5.45 Million
51.81%
% of portfolio
0.01%
Previous 0.01%
Shares
11 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