Williams & Novak, LLC J P Morgan Exchange Traded Fd Transaction History
Williams & Novak, LLC
- $107 Billion
- Q3 2024
A detailed history of Williams & Novak, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Williams & Novak, LLC holds 9,294 shares of JEPI stock, worth $549,740. This represents 0.52% of its overall portfolio holdings.
Number of Shares
9,294
Previous 6,189
50.17%
Holding current value
$549,740
Previous $351 Million
57.67%
% of portfolio
0.52%
Previous 0.33%
Shares
2 transactions
Others Institutions Holding JEPI
# of Institutions
1,136Shares 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