Delta Investment Management, LLC J P Morgan Exchange Traded Fd Transaction History
Delta Investment Management, LLC
- $400 Million
- Q2 2024
A detailed history of Delta Investment Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Delta Investment Management, LLC holds 80,143 shares of JEPI stock, worth $4.64 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
80,143
Previous 363,045
77.92%
Holding current value
$4.64 Million
Previous $21 Million
78.38%
% of portfolio
1.14%
Previous 5.19%
Shares
15 transactions
Others Institutions Holding JEPI
# of Institutions
1,129Shares Held
270MCall Options Held
283KPut Options Held
338K-
Morgan Stanley New York, NY38.1MShares$2.21 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC28.2MShares$1.63 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY18.9MShares$1.09 Billion0.09% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$733 Million0.18% of portfolio
-
Envestnet Asset Management Inc7.1MShares$412 Million0.14% of portfolio