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 $3.72 Million. This represents 2.01% of its overall portfolio holdings.
Number of Shares
61,192
Previous 61,554
0.59%
Holding current value
$3.72 Million
Previous $3.49 Billion
4.37%
% of portfolio
2.01%
Previous 2.0%
Shares
6 transactions
Others Institutions Holding JEPI
# of Institutions
1,168Shares Held
280MCall Options Held
307KPut Options Held
341K-
Morgan Stanley New York, NY39.4MShares$2.4 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.87 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.36 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$761 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$433 Million0.09% of portfolio