J.W. Cole Advisors, Inc. J P Morgan Exchange Traded Fd Transaction History
J.W. Cole Advisors, Inc.
- $2.33 Billion
- Q3 2024
A detailed history of J.W. Cole Advisors, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 410,679 shares of JEPI stock, worth $23.9 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
410,679
Previous 396,780
3.5%
Holding current value
$23.9 Million
Previous $22.5 Million
8.67%
% of portfolio
1.05%
Previous 1.08%
Shares
16 transactions
Others Institutions Holding JEPI
# of Institutions
1,170Shares Held
280MCall Options Held
307KPut Options Held
341K-
Morgan Stanley New York, NY39.4MShares$2.29 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.79 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.3 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$728 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$415 Million0.09% of portfolio