Lifestyle Asset Management, Inc. J P Morgan Exchange Traded Fd Transaction History
Lifestyle Asset Management, Inc.
- $181 Billion
- Q3 2024
A detailed history of Lifestyle Asset Management, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Lifestyle Asset Management, Inc. holds 61,192 shares of JEPI stock, worth $3.65 Million. This represents 2.01% of its overall portfolio holdings.
Number of Shares
61,192
Previous 61,554
0.59%
Holding current value
$3.65 Million
Previous $3.49 Billion
4.37%
% of portfolio
2.01%
Previous 2.0%
Shares
6 transactions
Others Institutions Holding JEPI
# of Institutions
1,143Shares Held
271MCall Options Held
283KPut Options Held
338K-
Morgan Stanley New York, NY38.1MShares$2.27 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC28.2MShares$1.68 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.33 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$754 Million0.18% of portfolio
-
Ubs Group Ag6.89MShares$411 Million0.1% of portfolio