Rockport Wealth LLC J P Morgan Exchange Traded Fd Transaction History
Rockport Wealth LLC
- $237 Billion
- Q2 2024
A detailed history of Rockport Wealth LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Rockport Wealth LLC holds 45,496 shares of JEPI stock, worth $2.68 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
45,496
Previous 45,205
0.64%
Holding current value
$2.68 Million
Previous $2.59 Billion
0.47%
% of portfolio
1.09%
Previous 1.73%
Shares
3 transactions
Others Institutions Holding JEPI
# of Institutions
1,131Shares Held
270MCall Options Held
283KPut Options Held
338K-
Morgan Stanley New York, NY38.1MShares$2.24 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC28.2MShares$1.66 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY18.9MShares$1.11 Billion0.09% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$745 Million0.18% of portfolio
-
Envestnet Asset Management Inc7.1MShares$418 Million0.14% of portfolio