Balboa Wealth Partners J P Morgan Exchange Traded Fd Transaction History
Balboa Wealth Partners
- $369 Million
- Q2 2024
A detailed history of Balboa Wealth Partners transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Balboa Wealth Partners holds 52,482 shares of JEPI stock, worth $3.1 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
52,482
Previous 47,218
11.15%
Holding current value
$3.1 Million
Previous $2.73 Million
8.86%
% of portfolio
0.81%
Previous 0.88%
Shares
8 transactions
Others Institutions Holding JEPI
# of Institutions
1,134Shares Held
270MCall 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