Sterling Investment Advisors, Ltd. J P Morgan Exchange Traded Fd Transaction History
Sterling Investment Advisors, Ltd.
- $370 Million
- Q3 2024
A detailed history of Sterling Investment Advisors, Ltd. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Sterling Investment Advisors, Ltd. holds 90,935 shares of JEPI stock, worth $5.38 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
90,935
Previous 81,756
11.23%
Holding current value
$5.38 Million
Previous $4.63 Million
16.79%
% of portfolio
1.46%
Previous 1.33%
Shares
12 transactions
Others Institutions Holding JEPI
# of Institutions
1,137Shares Held
271MCall Options Held
283KPut Options Held
338K-
Morgan Stanley New York, NY38.1MShares$2.26 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC28.2MShares$1.67 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY18.9MShares$1.12 Billion0.09% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$749 Million0.18% of portfolio
-
Envestnet Asset Management Inc7.1MShares$420 Million0.14% of portfolio