New Century Financial Group, LLC J P Morgan Exchange Traded Fd Transaction History
New Century Financial Group, LLC
- $273 Billion
- Q3 2024
A detailed history of New Century Financial Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, New Century Financial Group, LLC holds 28,874 shares of JEPI stock, worth $1.7 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
28,874
Previous 5,589
416.62%
Holding current value
$1.7 Million
Previous $317 Million
442.43%
% of portfolio
0.63%
Previous 0.13%
Shares
3 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