Montis Financial, LLC J P Morgan Exchange Traded Fd Transaction History
Montis Financial, LLC
- $322 Million
- Q4 2024
A detailed history of Montis Financial, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Montis Financial, LLC holds 101,284 shares of JEPI stock, worth $5.89 Million. This represents 1.81% of its overall portfolio holdings.
Number of Shares
101,284
Previous 93,870
7.9%
Holding current value
$5.89 Million
Previous $5.59 Million
4.3%
% of portfolio
1.81%
Previous 1.99%
Shares
4 transactions
Others Institutions Holding JEPI
# of Institutions
1,325Shares Held
304MCall Options Held
179KPut Options Held
309K-
Morgan Stanley New York, NY41.5MShares$2.42 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC31.3MShares$1.82 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY20.7MShares$1.21 Billion0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA14.6MShares$847 Million0.19% of portfolio
-
Ubs Group Ag7.67MShares$446 Million0.08% of portfolio