Seven Bridge Financial Group, LLC J P Morgan Exchange Traded Fd Transaction History
Seven Bridge Financial Group, LLC
- $496 Million
- Q4 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 61,825 shares of JEPI stock, worth $3.65 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
61,825
Previous 72,470
14.69%
Holding current value
$3.65 Million
Previous $4.31 Million
17.53%
% of portfolio
0.72%
Previous 0.78%
Shares
9 transactions
Others Institutions Holding JEPI
# of Institutions
1,320Shares Held
304MCall Options Held
179KPut Options Held
309K-
Morgan Stanley New York, NY41.5MShares$2.45 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC31.3MShares$1.85 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY20.7MShares$1.22 Billion0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA14.6MShares$860 Million0.19% of portfolio
-
Ubs Group Ag7.67MShares$453 Million0.08% of portfolio