Zrc Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History
Zrc Wealth Management, LLC
- $211 Billion
- Q2 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 1,657 shares of JEPI stock, worth $95,990. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,657
Previous 937
76.84%
Holding current value
$95,990
Previous $54.2 Million
73.2%
% of portfolio
0.04%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding JEPI
# of Institutions
1,129Shares Held
270MCall Options Held
283KPut Options Held
338K-
Morgan Stanley New York, NY38.1MShares$2.21 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC28.2MShares$1.63 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY18.9MShares$1.09 Billion0.09% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$733 Million0.18% of portfolio
-
Envestnet Asset Management Inc7.1MShares$412 Million0.14% of portfolio