Capital Advisory Group Advisory Services, LLC J P Morgan Exchange Traded Fd Transaction History
Capital Advisory Group Advisory Services, LLC
- $276 Million
- Q4 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 33,665 shares of JEPI stock, worth $1.98 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
33,665
Previous 33,420
0.73%
Holding current value
$1.98 Million
Previous $1.99 Million
2.62%
% of portfolio
0.7%
Previous 0.8%
Shares
10 transactions
Others Institutions Holding JEPI
# of Institutions
1,245Shares Held
290MCall Options Held
307KPut Options Held
344K-
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