Mgb Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History
Mgb Wealth Management, LLC
- $322 Billion
- Q4 2024
A detailed history of Mgb Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Mgb Wealth Management, LLC holds 4,140 shares of JEPI stock, worth $244,963. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,140
Previous 4,640
10.78%
Holding current value
$244,963
Previous $276 Million
13.74%
% of portfolio
0.07%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding JEPI
# of Institutions
1,308Shares Held
304MCall Options Held
179KPut Options Held
309K-
Morgan Stanley New York, NY41.5MShares$2.46 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC31.3MShares$1.85 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY20.7MShares$1.23 Billion0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA14.6MShares$861 Million0.19% of portfolio
-
Ubs Group Ag7.67MShares$454 Million0.08% of portfolio