Baron Silver Stevens Financial Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Baron Silver Stevens Financial Advisors, LLC
- $569 Million
- Q3 2024
A detailed history of Baron Silver Stevens Financial Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Baron Silver Stevens Financial Advisors, LLC holds 43,295 shares of JEPI stock, worth $2.55 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
43,295
Previous 45,761
5.39%
Holding current value
$2.55 Million
Previous $2.59 Million
0.66%
% of portfolio
0.45%
Previous 0.49%
Shares
10 transactions
Others Institutions Holding JEPI
# of Institutions
1,170Shares Held
280MCall Options Held
307KPut Options Held
341K-
Morgan Stanley New York, NY39.4MShares$2.32 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.81 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.32 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$735 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$419 Million0.09% of portfolio