Curran Financial Partners, LLC J P Morgan Exchange Traded Fd Transaction History
Curran Financial Partners, LLC
- $292 Million
- Q3 2024
A detailed history of Curran Financial Partners, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Curran Financial Partners, LLC holds 224,408 shares of JEPI stock, worth $13.2 Million. This represents 4.57% of its overall portfolio holdings.
Number of Shares
224,408
Previous 211,346
6.18%
Holding current value
$13.2 Million
Previous $12 Million
11.48%
% of portfolio
4.57%
Previous 4.86%
Shares
12 transactions
Others Institutions Holding JEPI
# of Institutions
1,170Shares Held
280MCall Options Held
307KPut Options Held
341K-
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