Davies Financial Advisors, Inc. J P Morgan Exchange Traded Fd Transaction History
Davies Financial Advisors, Inc.
- $115 Billion
- Q3 2024
A detailed history of Davies Financial Advisors, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Davies Financial Advisors, Inc. holds 5,106 shares of JEPI stock, worth $303,347. This represents 0.27% of its overall portfolio holdings.
Number of Shares
5,106Holding current value
$303,347% of portfolio
0.27%Shares
1 transactions
Others Institutions Holding JEPI
# of Institutions
1,166Shares Held
279MCall Options Held
307KPut Options Held
341K-
Morgan Stanley New York, NY39.4MShares$2.34 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.83 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.33 Billion0.11% of portfolio
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Wells Fargo & Company San Francisco, CA12.5MShares$743 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$423 Million0.09% of portfolio