Inter Ocean Capital Group, LLC J P Morgan Exchange Traded Fd Transaction History
Inter Ocean Capital Group, LLC
- $4.03 Billion
- Q1 2024
A detailed history of Inter Ocean Capital Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Inter Ocean Capital Group, LLC holds 228,302 shares of JEPI stock, worth $12.3 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
228,302
Previous 212,732
7.32%
Holding current value
$12.3 Million
Previous $11.7 Million
12.94%
% of portfolio
0.33%
Previous 0.32%
Shares
4 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