N.E.W. Advisory Services LLC J P Morgan Exchange Traded Fd Transaction History
N.E.W. Advisory Services LLC
- $1.11 Billion
- Q3 2025
A detailed history of N.E.W. Advisory Services LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 87,221 shares of JEPI stock, worth $4.95 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
87,221
Previous 80,800
7.95%
Holding current value
$4.95 Million
Previous $4.59 Million
8.43%
% of portfolio
0.45%
Previous 0.45%
Shares
12 transactions
Others Institutions Holding JEPI
# of Institutions
1,433Shares Held
333MCall Options Held
737KPut Options Held
636K-
Morgan Stanley New York, NY47MShares$2.67 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC32.9MShares$1.87 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA17MShares$963 Million0.19% of portfolio
-
Envestnet Asset Management Inc9.43MShares$535 Million0.17% of portfolio
-
Jpmorgan Chase & CO New York, NY8.22MShares$466 Million0.03% of portfolio