Tcfg Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History
Tcfg Wealth Management, LLC
- $199 Billion
- Q3 2024
A detailed history of Tcfg Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Tcfg Wealth Management, LLC holds 6,918 shares of JEPI stock, worth $413,488. This represents 0.21% of its overall portfolio holdings.
Number of Shares
6,918Holding current value
$413,488% of portfolio
0.21%Shares
1 transactions
Others Institutions Holding JEPI
# of Institutions
1,135Shares Held
271MCall Options Held
283KPut Options Held
338K-
Morgan Stanley New York, NY38.1MShares$2.28 Billion0.17% of portfolio
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Bank Of America Corp Charlotte, NC28.2MShares$1.69 Billion0.14% of portfolio
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Jpmorgan Chase & CO New York, NY18.9MShares$1.13 Billion0.09% of portfolio
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Wells Fargo & Company San Francisco, CA12.7MShares$756 Million0.18% of portfolio
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Envestnet Asset Management Inc7.1MShares$425 Million0.14% of portfolio