Samalin Investment Counsel, LLC J P Morgan Exchange Traded Fd Transaction History
Samalin Investment Counsel, LLC
- $222 Million
- Q3 2024
A detailed history of Samalin Investment Counsel, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Samalin Investment Counsel, LLC holds 9,946 shares of JEPI stock, worth $598,351. This represents 0.27% of its overall portfolio holdings.
Number of Shares
9,946
Previous 8,235
20.78%
Holding current value
$598,351
Previous $466,000
26.82%
% of portfolio
0.27%
Previous 0.23%
Shares
10 transactions
Others Institutions Holding JEPI
# of Institutions
1,166Shares Held
280MCall Options Held
307KPut Options Held
341K-
Morgan Stanley New York, NY39.4MShares$2.37 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.85 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.35 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$752 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$429 Million0.09% of portfolio