Sage Advisory Services, Ltd.Co. J P Morgan Exchange Traded Fd Transaction History
Sage Advisory Services, Ltd.Co.
- $169 Million
- Q4 2024
A detailed history of Sage Advisory Services, Ltd.Co. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Sage Advisory Services, Ltd.Co. holds 3,784 shares of JEPI stock, worth $214,477. This represents 0.13% of its overall portfolio holdings.
Number of Shares
3,784
Previous 9,959
62.0%
Holding current value
$214,477
Previous $592,000
63.34%
% of portfolio
0.13%
Previous 0.16%
Shares
12 transactions
Others Institutions Holding JEPI
# of Institutions
1,332Shares Held
303MCall Options Held
179KPut Options Held
309K-
Morgan Stanley New York, NY41.5MShares$2.35 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC31.3MShares$1.77 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY20.7MShares$1.18 Billion0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA14.6MShares$825 Million0.19% of portfolio
-
Ubs Group Ag7.67MShares$435 Million0.08% of portfolio