N.E.W. Advisory Services LLC J P Morgan Exchange Traded Fd Transaction History
N.E.W. Advisory Services LLC
- $1.11 Billion
- Q3 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 87,221 shares of JEPI stock, worth $4.92 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
87,221
Previous 80,800
7.95%
Holding current value
$4.92 Million
Previous $4.59 Million
8.43%
% of portfolio
0.45%
Previous 0.45%
Shares
12 transactions
Others Institutions Holding JEPI
# of Institutions
1,428Shares Held
326MCall Options Held
839KPut Options Held
640K-
Morgan Stanley New York, NY45.8MShares$2.59 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC33.4MShares$1.88 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA16.4MShares$928 Million0.2% of portfolio
-
Envestnet Asset Management Inc9.43MShares$532 Million0.17% of portfolio
-
Ubs Group Ag8.47MShares$478 Million0.09% of portfolio