Wills Financial Group, Inc. J P Morgan Exchange Traded Fd Transaction History
Wills Financial Group, Inc.
- $202 Million
- Q1 2024
A detailed history of Wills Financial Group, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Wills Financial Group, Inc. holds 3,757 shares of JEPI stock, worth $213,998. This represents 0.11% of its overall portfolio holdings.
Number of Shares
3,757
Previous 3,757
-0.0%
Holding current value
$213,998
Previous $206,000
5.34%
% of portfolio
0.11%
Previous 0.11%
Shares
1 transactions
Others Institutions Holding JEPI
# of Institutions
1,103Shares Held
274MCall Options Held
311KPut Options Held
428K-
Morgan Stanley New York, NY37.1MShares$2.12 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC26.6MShares$1.52 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22MShares$1.25 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA12.3MShares$698 Million0.17% of portfolio
-
Royal Bank Of Canada Toronto, A66.74MShares$384 Million0.09% of portfolio