Sovereign Financial Group, Inc. J P Morgan Exchange Traded Fd Transaction History
Sovereign Financial Group, Inc.
- $426 Million
- Q4 2024
A detailed history of Sovereign Financial Group, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 23,584 shares of JEPI stock, worth $1.38 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
23,584
Previous 22,035
7.03%
Holding current value
$1.38 Million
Previous $1.31 Million
3.43%
% of portfolio
0.32%
Previous 0.31%
Shares
11 transactions
Others Institutions Holding JEPI
# of Institutions
1,229Shares Held
284MCall Options Held
307KPut Options Held
344K-
Morgan Stanley New York, NY39.4MShares$2.31 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.8 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.31 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$734 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$418 Million0.09% of portfolio