Thompson Davis & Co., Inc. J P Morgan Exchange Traded Fd Transaction History
Thompson Davis & Co., Inc.
- $153 Million
- Q4 2024
A detailed history of Thompson Davis & Co., Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Thompson Davis & Co., Inc. holds 13,350 shares of JEPI stock, worth $784,846. This represents 0.5% of its overall portfolio holdings.
Number of Shares
13,350
Previous 9,150
45.9%
Holding current value
$784,846
Previous $544,000
41.18%
% of portfolio
0.5%
Previous 0.41%
Shares
6 transactions
Others Institutions Holding JEPI
# of Institutions
1,253Shares Held
291MCall Options Held
307KPut Options Held
344K-
Morgan Stanley New York, NY39.4MShares$2.32 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.81 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.32 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$735 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$419 Million0.09% of portfolio