Montis Financial, LLC J P Morgan Exchange Traded Fd Transaction History
Montis Financial, LLC
- $280 Million
- Q3 2024
A detailed history of Montis Financial, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Montis Financial, LLC holds 93,870 shares of JEPI stock, worth $5.59 Million. This represents 1.99% of its overall portfolio holdings.
Number of Shares
93,870
Previous 56,220
66.97%
Holding current value
$5.59 Million
Previous $3.19 Million
75.33%
% of portfolio
1.99%
Previous 1.46%
Shares
3 transactions
Others Institutions Holding JEPI
# of Institutions
1,143Shares Held
271MCall Options Held
283KPut Options Held
338K-
Morgan Stanley New York, NY38.1MShares$2.27 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC28.2MShares$1.68 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.33 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$754 Million0.18% of portfolio
-
Ubs Group Ag6.89MShares$411 Million0.1% of portfolio