Sterling Investment Counsel, LLC J P Morgan Exchange Traded Fd Transaction History
Sterling Investment Counsel, LLC
- $254 Million
- Q2 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 335,467 shares of JEPI stock, worth $19.4 Million. This represents 7.5% of its overall portfolio holdings.
Number of Shares
335,467
Previous 4,913
6728.15%
Holding current value
$19.4 Million
Previous $284,000
6595.07%
% of portfolio
7.5%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding JEPI
# of Institutions
1,129Shares Held
270MCall Options Held
283KPut Options Held
338K-
Morgan Stanley New York, NY38.1MShares$2.21 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC28.2MShares$1.63 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY18.9MShares$1.09 Billion0.09% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$733 Million0.18% of portfolio
-
Envestnet Asset Management Inc7.1MShares$412 Million0.14% of portfolio