Moseley Investment Management Inc J P Morgan Exchange Traded Fd Transaction History
Moseley Investment Management Inc
- $245 Million
- Q3 2024
A detailed history of Moseley Investment Management Inc transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Moseley Investment Management Inc holds 29,170 shares of JEPI stock, worth $1.75 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
29,170
Previous 23,287
25.26%
Holding current value
$1.75 Million
Previous $1.32 Million
31.54%
% of portfolio
0.71%
Previous 0.62%
Shares
6 transactions
Others Institutions Holding JEPI
# of Institutions
1,168Shares 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