Alteri Wealth LLC J P Morgan Exchange Traded Fd Transaction History

Alteri Wealth LLC

$361 Billion
Q4 2024

A detailed history of Alteri Wealth LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Alteri Wealth LLC holds 5,722 shares of JEPI stock, worth $338,570. This represents 0.09% of its overall portfolio holdings.

Number of Shares

5,722

Holding current value

$338,570

% of portfolio

0.09%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$57.53 - $60.83 $329,186 - $348,069	5,722 New	5,722 $329 Million

Others Institutions Holding JEPI

# of Institutions

1,314

Shares Held

304M

Call Options Held

179K

Put Options Held

309K

Morgan Stanley New York, NY

41.5M
Shares

$2.46 Billion
0.17% of portfolio
Bank Of America Corp Charlotte, NC

31.3M
Shares

$1.85 Billion
0.15% of portfolio
Jpmorgan Chase & CO New York, NY

20.7M
Shares

$1.23 Billion
0.1% of portfolio
Wells Fargo & Company San Francisco, CA

14.6M
Shares

$861 Million
0.19% of portfolio
Ubs Group Ag

7.67M
Shares

$454 Million
0.08% of portfolio

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Alteri Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Alteri Wealth LLC with notifications on news.

Account