Rollins Financial Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Rollins Financial Advisors, LLC
- $582 Billion
- Q2 2024
A detailed history of Rollins Financial Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Rollins Financial Advisors, LLC holds 5,363 shares of JEPI stock, worth $315,773. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,363
Previous 3,775
42.07%
Holding current value
$315,773
Previous $218 Million
39.18%
% of portfolio
0.05%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding JEPI
# of Institutions
1,140Shares Held
271MCall Options Held
283KPut Options Held
338K-
Morgan Stanley New York, NY38.1MShares$2.25 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$745 Million0.18% of portfolio
-
Envestnet Asset Management Inc7.1MShares$418 Million0.14% of portfolio