Concorde Asset Management, LLC J P Morgan Exchange Traded Fd Transaction History
Concorde Asset Management, LLC
- $183 Million
- Q4 2024
A detailed history of Concorde Asset Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Concorde Asset Management, LLC holds 8,683 shares of JEPI stock, worth $466,798. This represents 0.27% of its overall portfolio holdings.
Number of Shares
8,683
Previous 4,765
82.22%
Holding current value
$466,798
Previous $283,000
76.33%
% of portfolio
0.27%
Previous 0.16%
Shares
7 transactions
Others Institutions Holding JEPI
# of Institutions
1,336Shares Held
311MCall Options Held
179KPut Options Held
309K-
Morgan Stanley New York, NY41.5MShares$2.23 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC31.3MShares$1.68 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY20.7MShares$1.11 Billion0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA14.6MShares$782 Million0.19% of portfolio
-
Ubs Group Ag7.67MShares$412 Million0.08% of portfolio