Sterling Investment Counsel, LLC J P Morgan Exchange Traded Fd Transaction History
Sterling Investment Counsel, LLC
- $151 Million
- Q4 2024
A detailed history of Sterling Investment Counsel, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Sterling Investment Counsel, LLC holds 183,554 shares of JEPI stock, worth $10.8 Million. This represents 6.98% of its overall portfolio holdings.
Number of Shares
183,554
Previous 350,768
47.67%
Holding current value
$10.8 Million
Previous $20.9 Million
49.42%
% of portfolio
6.98%
Previous 7.45%
Shares
4 transactions
Others Institutions Holding JEPI
# of Institutions
1,199Shares Held
280MCall Options Held
307KPut Options Held
341K-
Morgan Stanley New York, NY39.4MShares$2.33 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.82 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.32 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$739 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$421 Million0.09% of portfolio