Warren Averett Asset Management, LLC J P Morgan Exchange Traded Fd Transaction History
Warren Averett Asset Management, LLC
- $5.05 Billion
- Q2 2024
A detailed history of Warren Averett Asset Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 304,321 shares of JEPI stock, worth $17.9 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
304,321
Previous 61,442
395.3%
Holding current value
$17.9 Million
Previous $3.56 Million
385.18%
% of portfolio
0.34%
Previous 0.08%
Shares
5 transactions
Others Institutions Holding JEPI
# of Institutions
1,131Shares Held
270MCall Options Held
283KPut Options Held
338K-
Morgan Stanley New York, NY38.1MShares$2.24 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC28.2MShares$1.66 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY18.9MShares$1.11 Billion0.09% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$744 Million0.18% of portfolio
-
Envestnet Asset Management Inc7.1MShares$418 Million0.14% of portfolio