Marshall Financial Group LLC J P Morgan Exchange Traded Fd Transaction History
Marshall Financial Group LLC
- $412 Million
- Q3 2024
A detailed history of Marshall Financial Group LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Marshall Financial Group LLC holds 112,102 shares of JEPI stock, worth $6.72 Million. This represents 1.62% of its overall portfolio holdings.
Number of Shares
112,102
Previous 110,766
1.21%
Holding current value
$6.72 Million
Previous $6.28 Million
6.26%
% of portfolio
1.62%
Previous 1.78%
Shares
3 transactions
Others Institutions Holding JEPI
# of Institutions
1,166Shares Held
279MCall Options Held
307KPut Options Held
341K-
Morgan Stanley New York, NY39.4MShares$2.36 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.84 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.34 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$749 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$427 Million0.09% of portfolio