Dynamic Advisor Solutions LLC J P Morgan Exchange Traded Fd Transaction History
Dynamic Advisor Solutions LLC
- $2.31 Billion
- Q4 2024
A detailed history of Dynamic Advisor Solutions LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 171,610 shares of JEPI stock, worth $9.8 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
171,610
Previous 184,957
7.22%
Holding current value
$9.8 Million
Previous $11 Million
10.3%
% of portfolio
0.43%
Previous 0.34%
Shares
15 transactions
Others Institutions Holding JEPI
# of Institutions
1,329Shares Held
303MCall Options Held
179KPut Options Held
309K-
Morgan Stanley New York, NY41.5MShares$2.37 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC31.3MShares$1.78 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY20.7MShares$1.18 Billion0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA14.6MShares$831 Million0.19% of portfolio
-
Ubs Group Ag7.67MShares$438 Million0.08% of portfolio