Samalin Investment Counsel, LLC J P Morgan Exchange Traded Fd Transaction History
Samalin Investment Counsel, LLC
- $207 Million
- Q2 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 8,235 shares of JEPI stock, worth $481,500. This represents 0.23% of its overall portfolio holdings.
Number of Shares
8,235
Previous 8,220
0.18%
Holding current value
$481,500
Previous $475,000
1.89%
% of portfolio
0.23%
Previous 0.23%
Shares
9 transactions
Others Institutions Holding JEPI
# of Institutions
1,139Shares Held
271MCall Options Held
283KPut Options Held
338K-
Morgan Stanley New York, NY38.1MShares$2.23 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC28.2MShares$1.65 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY18.9MShares$1.1 Billion0.09% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$740 Million0.18% of portfolio
-
Envestnet Asset Management Inc7.1MShares$415 Million0.14% of portfolio