Axxcess Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History
Axxcess Wealth Management, LLC
- $3.9 Billion
- Q3 2024
A detailed history of Axxcess Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 159,893 shares of JEPI stock, worth $9.31 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
159,893
Previous 188,355
15.11%
Holding current value
$9.31 Million
Previous $10.7 Million
10.87%
% of portfolio
0.24%
Previous 0.3%
Shares
11 transactions
Others Institutions Holding JEPI
# of Institutions
1,170Shares Held
280MCall Options Held
307KPut Options Held
341K-
Morgan Stanley New York, NY39.4MShares$2.29 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.79 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.3 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$728 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$415 Million0.09% of portfolio