Schmidt P J Investment Management Inc J P Morgan Exchange Traded Fd Transaction History
Schmidt P J Investment Management Inc
- $547 Million
- Q2 2024
A detailed history of Schmidt P J Investment Management Inc transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Schmidt P J Investment Management Inc holds 6,544 shares of JEPI stock, worth $387,077. This represents 0.07% of its overall portfolio holdings.
Number of Shares
6,544
Previous 7,072
7.47%
Holding current value
$387,077
Previous $409,000
9.54%
% of portfolio
0.07%
Previous 0.08%
Shares
5 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