Herbst Group, LLC J P Morgan Exchange Traded Fd Transaction History
Herbst Group, LLC
- $164 Million
- Q2 2024
A detailed history of Herbst Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Herbst Group, LLC holds 41,936 shares of JEPI stock, worth $2.48 Million. This represents 1.45% of its overall portfolio holdings.
Number of Shares
41,936
Previous 42,543
1.43%
Holding current value
$2.48 Million
Previous $2.46 Million
3.45%
% of portfolio
1.45%
Previous 1.52%
Shares
8 transactions
Others Institutions Holding JEPI
# of Institutions
1,134Shares Held
270MCall Options Held
283KPut Options Held
338K-
Morgan Stanley New York, NY38.1MShares$2.26 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC28.2MShares$1.67 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY18.9MShares$1.12 Billion0.09% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$749 Million0.18% of portfolio
-
Envestnet Asset Management Inc7.1MShares$420 Million0.14% of portfolio