Rothschild Investment Corp J P Morgan Exchange Traded Fd Transaction History
Rothschild Investment Corp
- $1.19 Billion
- Q3 2023
A detailed history of Rothschild Investment Corp transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Rothschild Investment Corp holds 143,852 shares of JEPI stock, worth $8.51 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
143,852
Previous 139,466
3.14%
Holding current value
$8.51 Million
Previous $7.72 Million
0.16%
% of portfolio
0.65%
Previous 0.64%
Shares
6 transactions
Others Institutions Holding JEPI
# of Institutions
1,134Shares Held
270MCall Options Held
283KPut Options Held
338K-
Morgan Stanley New York, NY38.1MShares$2.26 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC28.2MShares$1.67 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY18.9MShares$1.12 Billion0.09% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$749 Million0.18% of portfolio
-
Envestnet Asset Management Inc7.1MShares$420 Million0.14% of portfolio