Transcend Capital Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Transcend Capital Advisors, LLC
- $1.35 Billion
- Q4 2024
A detailed history of Transcend Capital Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Transcend Capital Advisors, LLC holds 35,803 shares of JEPI stock, worth $2.1 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
35,803
Previous 28,383
26.14%
Holding current value
$2.1 Million
Previous $1.69 Million
21.91%
% of portfolio
0.15%
Previous 0.12%
Shares
9 transactions
Others Institutions Holding JEPI
# of Institutions
1,221Shares Held
284MCall Options Held
307KPut Options Held
344K-
Morgan Stanley New York, NY39.4MShares$2.31 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.8 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.31 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$734 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$418 Million0.09% of portfolio