N.E.W. Advisory Services LLC J P Morgan Exchange Traded Fd Transaction History
N.E.W. Advisory Services LLC
- $1.25 Billion
- Q1 2025
A detailed history of N.E.W. Advisory Services LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 103,970 shares of JEPI stock, worth $5.96 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
103,970
Previous 72,112
44.18%
Holding current value
$5.96 Million
Previous $4.15 Million
43.2%
% of portfolio
0.47%
Previous 0.4%
Shares
10 transactions
Others Institutions Holding JEPI
# of Institutions
1,387Shares Held
732MCall Options Held
511KPut Options Held
363K-
Kingstone Capital Partners Texas, LLC Frisco, TX402MShares$23 Billion3.64% of portfolio
-
Morgan Stanley New York, NY43.9MShares$2.52 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC32.7MShares$1.87 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY28.2MShares$1.61 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA15.7MShares$901 Million0.21% of portfolio