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 $8.21 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
143,852
Previous 139,466
3.14%
Holding current value
$8.21 Million
Previous $7.72 Million
0.16%
% of portfolio
0.65%
Previous 0.64%
Shares
6 transactions
Others Institutions Holding JEPI
# of Institutions
1,387Shares Held
732MCall Options Held
511KPut Options Held
363K-
Kingstone Capital Partners Texas, LLC Frisco, TX402MShares$22.9 Billion3.64% of portfolio
-
Morgan Stanley New York, NY43.9MShares$2.51 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC32.7MShares$1.86 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY28.2MShares$1.61 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA15.7MShares$897 Million0.21% of portfolio