Avion Wealth J P Morgan Exchange Traded Fd Transaction History
Avion Wealth
- $389 Million
- Q4 2024
A detailed history of Avion Wealth transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Avion Wealth holds 1,031 shares of JEPI stock, worth $60,798. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,031
Previous 541
90.57%
Holding current value
$60,798
Previous $32,000
84.38%
% of portfolio
0.02%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding JEPI
# of Institutions
1,215Shares Held
283MCall Options Held
307KPut Options Held
344K-
Morgan Stanley New York, NY39.4MShares$2.32 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.81 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.32 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$737 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$420 Million0.09% of portfolio