Ehrlich Financial Group J P Morgan Exchange Traded Fd Transaction History
Ehrlich Financial Group
- $140 Billion
- Q3 2024
A detailed history of Ehrlich Financial Group transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Ehrlich Financial Group holds 59,653 shares of JEPI stock, worth $3.45 Million. This represents 2.53% of its overall portfolio holdings.
Number of Shares
59,653
Previous 61,454
2.93%
Holding current value
$3.45 Million
Previous $3.48 Billion
1.92%
% of portfolio
2.53%
Previous 2.75%
Shares
4 transactions
Others Institutions Holding JEPI
# of Institutions
1,174Shares Held
280MCall Options Held
307KPut Options Held
341K-
Morgan Stanley New York, NY39.4MShares$2.28 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.78 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.3 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$724 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$412 Million0.09% of portfolio