Nvest Financial, LLC J P Morgan Exchange Traded Fd Transaction History
Nvest Financial, LLC
- $187 Million
- Q4 2024
A detailed history of Nvest Financial, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Nvest Financial, LLC holds 3,646 shares of JEPI stock, worth $215,004. This represents 0.11% of its overall portfolio holdings.
Number of Shares
3,646
Previous 4,860
24.98%
Holding current value
$215,004
Previous $289,000
27.68%
% of portfolio
0.11%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding JEPI
# of Institutions
1,215Shares Held
283MCall Options Held
307KPut Options Held
344K-
Morgan Stanley New York, NY39.4MShares$2.32 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.81 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.32 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$737 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$420 Million0.09% of portfolio