Northeast Financial Group, Inc. J P Morgan Exchange Traded Fd Transaction History
Northeast Financial Group, Inc.
- $402 Billion
- Q3 2025
A detailed history of Northeast Financial Group, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Northeast Financial Group, Inc. holds 164,645 shares of JEPI stock, worth $9.34 Million. This represents 2.34% of its overall portfolio holdings.
Number of Shares
164,645
Previous 215,412
23.57%
Holding current value
$9.34 Million
Previous $12.2 Billion
23.23%
% of portfolio
2.34%
Previous 3.57%
Shares
8 transactions
Others Institutions Holding JEPI
# of Institutions
1,434Shares Held
333MCall Options Held
737KPut Options Held
636K-
Morgan Stanley New York, NY47MShares$2.67 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC32.9MShares$1.87 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA17MShares$963 Million0.19% of portfolio
-
Envestnet Asset Management Inc9.43MShares$535 Million0.17% of portfolio
-
Jpmorgan Chase & CO New York, NY8.22MShares$466 Million0.03% of portfolio