4 Wealth Advisors, Inc. J P Morgan Exchange Traded Fd Transaction History
4 Wealth Advisors, Inc.
- $99.8 Billion
- Q4 2024
A detailed history of 4 Wealth Advisors, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, 4 Wealth Advisors, Inc. holds 62,551 shares of JEPI stock, worth $3.7 Million. This represents 3.6% of its overall portfolio holdings.
Number of Shares
62,551Holding current value
$3.7 Million% of portfolio
3.6%Shares
1 transactions
Others Institutions Holding JEPI
# of Institutions
1,314Shares 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