5 T Wealth, LLC J P Morgan Exchange Traded Fd Transaction History

5 T Wealth, LLC

$183 Billion
Q4 2024

A detailed history of 5 T Wealth, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, 5 T Wealth, LLC holds 34,593 shares of JEPI stock, worth $1.96 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares

34,593

Holding current value

$1.96 Million

% of portfolio

1.09%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 31, 2025	BUY	$57.53 - $60.83 $1.99 Million - $2.1 Million	34,593 New	34,593 $1.99 Billion

Others Institutions Holding JEPI

# of Institutions

1,332

Shares Held

303M

Call Options Held

179K

Put Options Held

309K

Morgan Stanley New York, NY

41.5M
Shares

$2.35 Billion
0.17% of portfolio
Bank Of America Corp Charlotte, NC

31.3M
Shares

$1.77 Billion
0.15% of portfolio
Jpmorgan Chase & CO New York, NY

20.7M
Shares

$1.18 Billion
0.1% of portfolio
Wells Fargo & Company San Francisco, CA

14.6M
Shares

$825 Million
0.19% of portfolio
Ubs Group Ag

7.67M
Shares

$435 Million
0.08% of portfolio

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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