Sterling Investment Counsel, LLC J P Morgan Exchange Traded Fd Transaction History
Sterling Investment Counsel, LLC
- $291 Million
- Q1 2025
A detailed history of Sterling Investment Counsel, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Sterling Investment Counsel, LLC holds 414,001 shares of JEPI stock, worth $22.3 Million. This represents 8.14% of its overall portfolio holdings.
Number of Shares
414,001
Previous 183,554
125.55%
Holding current value
$22.3 Million
Previous $10.6 Million
124.04%
% of portfolio
8.14%
Previous 6.98%
Shares
5 transactions
Others Institutions Holding JEPI
# of Institutions
1,340Shares Held
312MCall Options Held
179KPut Options Held
309K-
Morgan Stanley New York, NY41.5MShares$2.23 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC31.3MShares$1.68 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY20.7MShares$1.12 Billion0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA14.6MShares$783 Million0.19% of portfolio
-
Ubs Group Ag7.67MShares$413 Million0.08% of portfolio