Novare Capital Management LLC J P Morgan Exchange Traded Fd Transaction History
Novare Capital Management LLC
- $1.17 Billion
- Q4 2024
A detailed history of Novare Capital Management LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Novare Capital Management LLC holds 14,725 shares of JEPI stock, worth $856,995. This represents 0.07% of its overall portfolio holdings.
Number of Shares
14,725
Previous 15,375
4.23%
Holding current value
$856,995
Previous $914,000
7.33%
% of portfolio
0.07%
Previous 0.08%
Shares
11 transactions
Others Institutions Holding JEPI
# of Institutions
1,325Shares Held
304MCall Options Held
179KPut Options Held
309K-
Morgan Stanley New York, NY41.5MShares$2.42 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC31.3MShares$1.82 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY20.7MShares$1.21 Billion0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA14.6MShares$847 Million0.19% of portfolio
-
Ubs Group Ag7.67MShares$446 Million0.08% of portfolio