N.E.W. Advisory Services LLC J P Morgan Exchange Traded Fd Transaction History
N.E.W. Advisory Services LLC
- $1.03 Billion
- Q4 2024
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 72,112 shares of JEPI stock, worth $4.23 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
72,112
Previous 68,983
4.54%
Holding current value
$4.23 Million
Previous $4.11 Million
1.05%
% of portfolio
0.4%
Previous 0.41%
Shares
9 transactions
Others Institutions Holding JEPI
# of Institutions
1,229Shares Held
284MCall Options Held
307KPut Options Held
344K-
Morgan Stanley New York, NY39.4MShares$2.31 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.8 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.31 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$734 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$418 Million0.09% of portfolio