Hbk Sorce Advisory LLC J P Morgan Exchange Traded Fd Transaction History
Hbk Sorce Advisory LLC
- $2.53 Billion
- Q4 2024
A detailed history of Hbk Sorce Advisory LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Hbk Sorce Advisory LLC holds 23,075 shares of JEPI stock, worth $1.34 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
23,075
Previous 24,799
6.95%
Holding current value
$1.34 Million
Previous $1.48 Million
10.03%
% of portfolio
0.05%
Previous 0.06%
Shares
15 transactions
Others Institutions Holding JEPI
# of Institutions
1,325Shares Held
304MCall Options Held
179KPut Options Held
309K-
Morgan Stanley New York, NY41.5MShares$2.42 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC31.3MShares$1.82 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY20.7MShares$1.21 Billion0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA14.6MShares$847 Million0.19% of portfolio
-
Ubs Group Ag7.67MShares$446 Million0.08% of portfolio