First National Advisers, LLC J P Morgan Exchange Traded Fd Transaction History
First National Advisers, LLC
- $621 Million
- Q3 2024
A detailed history of First National Advisers, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, First National Advisers, LLC holds 206,441 shares of JEPI stock, worth $12.4 Million. This represents 1.98% of its overall portfolio holdings.
Number of Shares
206,441
Previous 188,602
9.46%
Holding current value
$12.4 Million
Previous $10.7 Million
14.93%
% of portfolio
1.98%
Previous 1.97%
Shares
4 transactions
Others Institutions Holding JEPI
# of Institutions
1,166Shares Held
279MCall Options Held
307KPut Options Held
341K-
Morgan Stanley New York, NY39.4MShares$2.36 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.84 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.34 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$749 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$427 Million0.09% of portfolio