Southeast Asset Advisors Inc. J P Morgan Exchange Traded Fd Transaction History
Southeast Asset Advisors Inc.
- $897 Million
- Q3 2024
A detailed history of Southeast Asset Advisors Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Southeast Asset Advisors Inc. holds 89,168 shares of JEPI stock, worth $5.19 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
89,168
Previous 87,448
1.97%
Holding current value
$5.19 Million
Previous $4.96 Million
7.06%
% of portfolio
0.59%
Previous 0.6%
Shares
3 transactions
Others Institutions Holding JEPI
# of Institutions
1,170Shares Held
280MCall Options Held
307KPut Options Held
341K-
Morgan Stanley New York, NY39.4MShares$2.29 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.79 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.3 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$728 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$415 Million0.09% of portfolio