Strategic Asset Management, LLC J P Morgan Exchange Traded Fd Transaction History
Strategic Asset Management, LLC
- $57.7 Million
- Q3 2022
A detailed history of Strategic Asset Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Strategic Asset Management, LLC holds 1,680 shares of JEPI stock, worth $98,280. This represents 0.15% of its overall portfolio holdings.
Number of Shares
1,680
Previous 1,208
39.07%
Holding current value
$98,280
Previous $67,000
28.36%
% of portfolio
0.15%
Previous 0.11%
Shares
5 transactions
Others Institutions Holding JEPI
# of Institutions
1,324Shares Held
304MCall Options Held
179KPut Options Held
309K-
Morgan Stanley New York, NY41.5MShares$2.43 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC31.3MShares$1.83 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY20.7MShares$1.21 Billion0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA14.6MShares$851 Million0.19% of portfolio
-
Ubs Group Ag7.67MShares$449 Million0.08% of portfolio