Mayfair Advisory Group, LLC J P Morgan Exchange Traded Fd Transaction History
Mayfair Advisory Group, LLC
- $167 Million
- Q1 2025
A detailed history of Mayfair Advisory Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Mayfair Advisory Group, LLC holds 187,739 shares of JEPI stock, worth $10.5 Million. This represents 6.38% of its overall portfolio holdings.
Number of Shares
187,739
Previous 167,516
12.07%
Holding current value
$10.5 Million
Previous $9.64 Million
10.42%
% of portfolio
6.38%
Previous 5.86%
Shares
13 transactions
Others Institutions Holding JEPI
# of Institutions
1,367Shares Held
334MCall Options Held
511KPut Options Held
363K-
Morgan Stanley New York, NY43.9MShares$2.46 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC32.7MShares$1.83 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY28.2MShares$1.58 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA15.7MShares$879 Million0.21% of portfolio
-
Ubs Group Ag8.35MShares$467 Million0.09% of portfolio