Naples Global Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Naples Global Advisors, LLC
- $985 Million
- Q2 2024
A detailed history of Naples Global Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Naples Global Advisors, LLC holds 4,440 shares of JEPI stock, worth $253,168. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,440
Previous 4,836
8.19%
Holding current value
$253,168
Previous $279,000
10.04%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding JEPI
# of Institutions
1,106Shares Held
274MCall Options Held
311KPut Options Held
428K-
Morgan Stanley New York, NY37.1MShares$2.12 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC26.6MShares$1.52 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22MShares$1.26 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA12.3MShares$699 Million0.17% of portfolio
-
Royal Bank Of Canada Toronto, A66.74MShares$384 Million0.09% of portfolio