Worth Financial Advisory Group, LLC J P Morgan Exchange Traded Fd Transaction History
Worth Financial Advisory Group, LLC
- $152 Billion
- Q2 2024
A detailed history of Worth Financial Advisory Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 69,209 shares of JEPI stock, worth $4.09 Million. This represents 2.57% of its overall portfolio holdings.
Number of Shares
69,209
Previous 67,149
3.07%
Holding current value
$4.09 Million
Previous $3.89 Billion
0.97%
% of portfolio
2.57%
Previous 2.69%
Shares
6 transactions
Others Institutions Holding JEPI
# of Institutions
1,134Shares Held
270MCall Options Held
283KPut Options Held
338K-
Morgan Stanley New York, NY38.1MShares$2.26 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC28.2MShares$1.67 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY18.9MShares$1.12 Billion0.09% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$749 Million0.18% of portfolio
-
Envestnet Asset Management Inc7.1MShares$420 Million0.14% of portfolio