Paladin Advisory Group, LLC J P Morgan Exchange Traded Fd Transaction History
Paladin Advisory Group, LLC
- $128 Million
- Q2 2024
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 29,382 shares of JEPI stock, worth $1.72 Million. This represents 1.31% of its overall portfolio holdings.
Number of Shares
29,382
Previous 66,682
55.94%
Holding current value
$1.72 Million
Previous $3.86 Million
56.84%
% of portfolio
1.31%
Previous 3.05%
Shares
7 transactions
Others Institutions Holding JEPI
# of Institutions
1,139Shares Held
271MCall Options Held
283KPut Options Held
338K-
Morgan Stanley New York, NY38.1MShares$2.23 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC28.2MShares$1.65 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY18.9MShares$1.1 Billion0.09% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$740 Million0.18% of portfolio
-
Envestnet Asset Management Inc7.1MShares$415 Million0.14% of portfolio