Rockingstone Advisors LLC J P Morgan Exchange Traded Fd Transaction History
Rockingstone Advisors LLC
- $204 Billion
- Q3 2024
A detailed history of Rockingstone Advisors LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Rockingstone Advisors LLC holds 15,155 shares of JEPI stock, worth $903,086. This represents 0.44% of its overall portfolio holdings.
Number of Shares
15,155
Previous 15,735
3.69%
Holding current value
$903,086
Previous $892 Million
1.12%
% of portfolio
0.44%
Previous 0.46%
Shares
8 transactions
Others Institutions Holding JEPI
# of Institutions
1,143Shares Held
271MCall Options Held
283KPut Options Held
338K-
Morgan Stanley New York, NY38.1MShares$2.27 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC28.2MShares$1.68 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY18.9MShares$1.12 Billion0.09% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$754 Million0.18% of portfolio
-
Ubs Group Ag6.89MShares$411 Million0.1% of portfolio