Cambridge Advisors Inc. J P Morgan Exchange Traded Fd Transaction History
Cambridge Advisors Inc.
- $446 Million
- Q3 2024
A detailed history of Cambridge Advisors Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Cambridge Advisors Inc. holds 138,030 shares of JEPI stock, worth $8.16 Million. This represents 1.84% of its overall portfolio holdings.
Number of Shares
138,030
Previous 128,277
7.6%
Holding current value
$8.16 Million
Previous $7.27 Million
12.98%
% of portfolio
1.84%
Previous 1.73%
Shares
17 transactions
Others Institutions Holding JEPI
# of Institutions
1,137Shares Held
271MCall 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