Seven Bridge Financial Group, LLC J P Morgan Exchange Traded Fd Transaction History
Seven Bridge Financial Group, LLC
- $552 Million
- Q3 2024
A detailed history of Seven Bridge Financial Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Seven Bridge Financial Group, LLC holds 72,470 shares of JEPI stock, worth $4.28 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
72,470
Previous 71,271
1.68%
Holding current value
$4.28 Million
Previous $4.04 Million
6.76%
% of portfolio
0.78%
Previous 0.87%
Shares
8 transactions
Others Institutions Holding JEPI
# of Institutions
1,199Shares Held
280MCall Options Held
307KPut Options Held
341K-
Morgan Stanley New York, NY39.4MShares$2.33 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.82 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.32 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$739 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$421 Million0.09% of portfolio