Sulzberger Capital Advisors, Inc. J P Morgan Exchange Traded Fd Transaction History
Sulzberger Capital Advisors, Inc.
- $76.1 Billion
- Q1 2025
A detailed history of Sulzberger Capital Advisors, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Sulzberger Capital Advisors, Inc. holds 59,608 shares of JEPI stock, worth $3.27 Million. This represents 4.48% of its overall portfolio holdings.
Number of Shares
59,608
Previous 88,523
32.66%
Holding current value
$3.27 Million
Previous $5.09 Billion
33.12%
% of portfolio
4.48%
Previous 5.76%
Shares
2 transactions
Others Institutions Holding JEPI
# of Institutions
1,348Shares Held
312MCall Options Held
179KPut Options Held
309K-
Morgan Stanley New York, NY41.5MShares$2.28 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC31.3MShares$1.72 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY20.7MShares$1.14 Billion0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA14.6MShares$799 Million0.19% of portfolio
-
Ubs Group Ag7.67MShares$421 Million0.08% of portfolio