Financial Services Advisory Inc J P Morgan Exchange Traded Fd Transaction History
Financial Services Advisory Inc
- $402 Million
- Q1 2024
A detailed history of Financial Services Advisory Inc transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Financial Services Advisory Inc holds 209,914 shares of JEPI stock, worth $11.9 Million. This represents 3.02% of its overall portfolio holdings.
Number of Shares
209,914
Previous 404,333
48.08%
Holding current value
$11.9 Million
Previous $22.2 Million
45.37%
% of portfolio
3.02%
Previous 6.36%
Shares
6 transactions
Others Institutions Holding JEPI
# of Institutions
1,088Shares Held
272MCall Options Held
311KPut Options Held
428K-
Morgan Stanley New York, NY37.1MShares$2.1 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC26.6MShares$1.51 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22MShares$1.25 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA12.3MShares$694 Million0.17% of portfolio
-
Royal Bank Of Canada Toronto, A66.74MShares$382 Million0.09% of portfolio