Rothschild Investment LLC J P Morgan Exchange Traded Fd Transaction History
Rothschild Investment LLC
- $1.53 Trillion
- Q3 2024
A detailed history of Rothschild Investment LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Rothschild Investment LLC holds 170,950 shares of JEPI stock, worth $10.2 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
170,950
Previous 158,808
7.65%
Holding current value
$10.2 Million
Previous $9 Billion
13.02%
% of portfolio
0.67%
Previous 0.63%
Shares
4 transactions
Others Institutions Holding JEPI
# of Institutions
1,142Shares Held
272MCall 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