Ehrlich Financial Group J P Morgan Exchange Traded Fd Transaction History
Ehrlich Financial Group
- $140 Billion
- Q3 2024
A detailed history of Ehrlich Financial Group transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Ehrlich Financial Group holds 59,653 shares of JEPI stock, worth $3.53 Million. This represents 2.53% of its overall portfolio holdings.
Number of Shares
59,653
Previous 61,454
2.93%
Holding current value
$3.53 Million
Previous $3.48 Billion
1.92%
% of portfolio
2.53%
Previous 2.75%
Shares
4 transactions
Others Institutions Holding JEPI
# of Institutions
1,136Shares 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$749 Million0.18% of portfolio
-
Envestnet Asset Management Inc7.1MShares$420 Million0.14% of portfolio