Souders Financial Advisors J P Morgan Exchange Traded Fd Transaction History
Souders Financial Advisors
- $683 Million
- Q3 2024
A detailed history of Souders Financial Advisors transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Souders Financial Advisors holds 15,967 shares of JEPI stock, worth $960,574. This represents 0.14% of its overall portfolio holdings.
Number of Shares
15,967
Previous 16,185
1.35%
Holding current value
$960,574
Previous $917,000
3.6%
% of portfolio
0.14%
Previous 0.14%
Shares
8 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