Strategies Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Strategies Wealth Advisors, LLC
- $748 Billion
- Q3 2024
A detailed history of Strategies Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 4,600 shares of JEPI stock, worth $274,114. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,600
Previous 4,519
1.79%
Holding current value
$274,114
Previous $256 Million
6.89%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding JEPI
# of Institutions
1,143Shares Held
271MCall Options Held
283KPut Options Held
338K-
Morgan Stanley New York, NY38.1MShares$2.27 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC28.2MShares$1.68 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY18.9MShares$1.12 Billion0.09% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$754 Million0.18% of portfolio
-
Ubs Group Ag6.89MShares$411 Million0.1% of portfolio