Mason & Associates Inc J P Morgan Exchange Traded Fd Transaction History
Mason & Associates Inc
- $398 Million
- Q3 2024
A detailed history of Mason & Associates Inc transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Mason & Associates Inc holds 100,538 shares of JEPI stock, worth $6.05 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
100,538
Previous 54,528
84.38%
Holding current value
$6.05 Million
Previous $3.09 Million
93.62%
% of portfolio
1.5%
Previous 0.84%
Shares
5 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