Vision Point Advisory Group, LLC J P Morgan Exchange Traded Fd Transaction History
Vision Point Advisory Group, LLC
- $275 Million
- Q3 2024
A detailed history of Vision Point Advisory Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 4,483 shares of JEPI stock, worth $272,028. This represents 0.1% of its overall portfolio holdings.
Number of Shares
4,483
Previous 3,984
12.53%
Holding current value
$272,028
Previous $225,000
18.22%
% of portfolio
0.1%
Previous 0.08%
Shares
5 transactions
Others Institutions Holding JEPI
# of Institutions
1,168Shares Held
280MCall Options Held
307KPut Options Held
341K-
Morgan Stanley New York, NY39.4MShares$2.39 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.87 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.36 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$759 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$432 Million0.09% of portfolio