Lion Street Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Lion Street Advisors, LLC
- $282 Million
- Q3 2024
A detailed history of Lion Street Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Lion Street Advisors, LLC holds 10,415 shares of JEPI stock, worth $626,566. This represents 0.22% of its overall portfolio holdings.
Number of Shares
10,415
Previous 10,415
-0.0%
Holding current value
$626,566
Previous $590,000
4.92%
% of portfolio
0.22%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding JEPI
# of Institutions
1,166Shares Held
280MCall Options Held
307KPut Options Held
341K-
Morgan Stanley New York, NY39.4MShares$2.37 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.85 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.35 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$752 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$429 Million0.09% of portfolio