Hbk Sorce Advisory LLC J P Morgan Exchange Traded Fd Transaction History
Hbk Sorce Advisory LLC
- $2.69 Billion
- Q2 2024
A detailed history of Hbk Sorce Advisory LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Hbk Sorce Advisory LLC holds 19,927 shares of JEPI stock, worth $1.18 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
19,927
Previous 27,467
27.45%
Holding current value
$1.18 Million
Previous $1.59 Million
28.95%
% of portfolio
0.04%
Previous 0.06%
Shares
13 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