Steele Capital Management, Inc. J P Morgan Exchange Traded Fd Transaction History
Steele Capital Management, Inc.
- $1.79 Trillion
- Q2 2024
A detailed history of Steele Capital Management, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Steele Capital Management, Inc. holds 324,709 shares of JEPI stock, worth $18.7 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
324,709
Previous 295,780
9.78%
Holding current value
$18.7 Million
Previous $17.1 Billion
7.54%
% of portfolio
1.03%
Previous 0.98%
Shares
3 transactions
Others Institutions Holding JEPI
# of Institutions
1,129Shares Held
270MCall Options Held
283KPut Options Held
338K-
Morgan Stanley New York, NY38.1MShares$2.19 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC28.2MShares$1.62 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY18.9MShares$1.08 Billion0.09% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$728 Million0.18% of portfolio
-
Envestnet Asset Management Inc7.1MShares$409 Million0.14% of portfolio