Capital Advisory Group Advisory Services, LLC J P Morgan Exchange Traded Fd Transaction History
Capital Advisory Group Advisory Services, LLC
- $250 Million
- Q3 2024
A detailed history of Capital Advisory Group Advisory Services, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Capital Advisory Group Advisory Services, LLC holds 33,420 shares of JEPI stock, worth $1.98 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
33,420
Previous 32,620
2.45%
Holding current value
$1.98 Million
Previous $1.85 Million
7.58%
% of portfolio
0.8%
Previous 0.79%
Shares
9 transactions
Others Institutions Holding JEPI
# of Institutions
1,138Shares 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$750 Million0.18% of portfolio
-
Envestnet Asset Management Inc7.1MShares$421 Million0.14% of portfolio