Fernwood Investment Management, LLC J P Morgan Exchange Traded Fd Transaction History
Fernwood Investment Management, LLC
- $303 Million
- Q3 2024
A detailed history of Fernwood Investment Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Fernwood Investment Management, LLC holds 5,483 shares of JEPI stock, worth $324,812. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,483
Previous 11,019
50.24%
Holding current value
$324,812
Previous $624,000
47.76%
% of portfolio
0.11%
Previous 0.2%
Shares
3 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$750 Million0.18% of portfolio
-
Envestnet Asset Management Inc7.1MShares$421 Million0.14% of portfolio