Capital Advisory Group Advisory Services, LLC J P Morgan Exchange Traded Fd Transaction History
Capital Advisory Group Advisory Services, LLC
- $330 Million
- Q4 2025
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 30,960 shares of JEPI stock, worth $1.76 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
30,960
Previous 32,672
5.24%
Holding current value
$1.76 Million
Previous $1.87 Million
5.84%
% of portfolio
0.53%
Previous 0.59%
Shares
14 transactions
Others Institutions Holding JEPI
# of Institutions
1,444Shares Held
332MCall Options Held
737KPut Options Held
636K-
Morgan Stanley New York, NY47MShares$2.67 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC32.9MShares$1.87 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA17MShares$963 Million0.19% of portfolio
-
Envestnet Asset Management Inc9.43MShares$535 Million0.17% of portfolio
-
Jpmorgan Chase & CO New York, NY8.22MShares$466 Million0.03% of portfolio