Soltis Investment Advisors LLC J P Morgan Exchange Traded Fd Transaction History
Soltis Investment Advisors LLC
- $1.01 Billion
- Q3 2024
A detailed history of Soltis Investment Advisors LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 4,262 shares of JEPI stock, worth $256,401. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,262Holding current value
$256,401% of portfolio
0.03%Shares
1 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
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Bank Of America Corp Charlotte, NC30.7MShares$1.85 Billion0.15% of portfolio
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Jpmorgan Chase & CO New York, NY22.4MShares$1.35 Billion0.11% of portfolio
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Wells Fargo & Company San Francisco, CA12.5MShares$752 Million0.17% of portfolio
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Ubs Group Ag7.13MShares$429 Million0.09% of portfolio