Paladin Advisory Group, LLC J P Morgan Exchange Traded Fd Transaction History
Paladin Advisory Group, LLC
- $122 Million
- Q1 2025
A detailed history of Paladin Advisory Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Paladin Advisory Group, LLC holds 23,063 shares of JEPI stock, worth $1.29 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
23,063
Previous 21,877
5.42%
Holding current value
$1.29 Million
Previous $1.26 Million
3.9%
% of portfolio
1.07%
Previous 0.97%
Shares
10 transactions
Others Institutions Holding JEPI
# of Institutions
1,367Shares Held
334MCall Options Held
511KPut Options Held
363K-
Morgan Stanley New York, NY43.9MShares$2.46 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC32.7MShares$1.83 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY28.2MShares$1.58 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA15.7MShares$881 Million0.21% of portfolio
-
Ubs Group Ag8.35MShares$468 Million0.09% of portfolio