Kestra Advisory Services, LLC J P Morgan Exchange Traded Fd Transaction History
Kestra Advisory Services, LLC
- $17.2 Billion
- Q4 2024
A detailed history of Kestra Advisory Services, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 1,321,467 shares of JEPI stock, worth $71 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
1,321,467
Previous 1,087,965
21.46%
Holding current value
$71 Million
Previous $64.7 Million
17.42%
% of portfolio
0.44%
Previous 0.37%
Shares
16 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