Optivise Advisory Services LLC J P Morgan Exchange Traded Fd Transaction History
Optivise Advisory Services LLC
- $190 Billion
- Q3 2024
A detailed history of Optivise Advisory Services LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Optivise Advisory Services LLC holds 4,715 shares of JEPI stock, worth $282,994. This represents 0.15% of its overall portfolio holdings.
Number of Shares
4,715Holding current value
$282,994% of portfolio
0.15%Shares
1 transactions
Others Institutions Holding JEPI
# of Institutions
1,162Shares Held
279MCall Options Held
202KPut Options Held
324K-
Morgan Stanley New York, NY39.4MShares$2.37 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.85 Billion0.15% of portfolio
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Jpmorgan Chase & CO New York, NY22.4MShares$1.34 Billion0.11% of portfolio
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Wells Fargo & Company San Francisco, CA12.5MShares$750 Million0.17% of portfolio
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Ubs Group Ag7.13MShares$428 Million0.09% of portfolio