Hbw Advisory Services LLC J P Morgan Exchange Traded Fd Transaction History
Hbw Advisory Services LLC
- $649 Million
- Q4 2024
A detailed history of Hbw Advisory Services LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Hbw Advisory Services LLC holds 521,370 shares of JEPI stock, worth $30.5 Million. This represents 4.62% of its overall portfolio holdings.
Number of Shares
521,370
Previous 544,628
4.27%
Holding current value
$30.5 Million
Previous $32.4 Million
7.45%
% of portfolio
4.62%
Previous 5.21%
Shares
12 transactions
Others Institutions Holding JEPI
# of Institutions
1,187Shares Held
281MCall Options Held
307KPut Options Held
341K-
Morgan Stanley New York, NY39.4MShares$2.31 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.8 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.31 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$731 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$417 Million0.09% of portfolio