Zrc Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History
Zrc Wealth Management, LLC
- $233 Billion
- Q3 2024
A detailed history of Zrc Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 1,687 shares of JEPI stock, worth $99,229. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,687
Previous 1,657
1.81%
Holding current value
$99,229
Previous $93.9 Million
6.9%
% of portfolio
0.04%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding JEPI
# of Institutions
1,170Shares Held
280MCall Options Held
307KPut Options Held
341K-
Morgan Stanley New York, NY39.4MShares$2.32 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.81 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.32 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$735 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$419 Million0.09% of portfolio