Atlantic Edge Private Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History
Atlantic Edge Private Wealth Management, LLC
- $327 Billion
- Q1 2025
A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 1,000 shares of JEPI stock, worth $56,090. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,000
Previous 1,000
-0.0%
Holding current value
$56,090
Previous $57.5 Million
0.68%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding JEPI
# of Institutions
1,369Shares Held
334MCall Options Held
511KPut Options Held
363K-
Morgan Stanley New York, NY43.9MShares$2.46 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC32.7MShares$1.83 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY28.2MShares$1.58 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA15.7MShares$881 Million0.21% of portfolio
-
Ubs Group Ag8.35MShares$468 Million0.09% of portfolio