Koa Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History
Koa Wealth Management, LLC
- $129 Billion
- Q3 2024
A detailed history of Koa Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Koa Wealth Management, LLC holds 9,090 shares of JEPI stock, worth $545,672. This represents 0.42% of its overall portfolio holdings.
Number of Shares
9,090
Previous 9,342
2.7%
Holding current value
$545,672
Previous $530 Million
2.16%
% of portfolio
0.42%
Previous 0.45%
Shares
4 transactions
Others Institutions Holding JEPI
# of Institutions
1,147Shares Held
274MCall Options Held
283KPut Options Held
338K-
Morgan Stanley New York, NY38.1MShares$2.29 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC28.2MShares$1.69 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.34 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$760 Million0.18% of portfolio
-
Ubs Group Ag6.89MShares$414 Million0.1% of portfolio