Bdo Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Bdo Wealth Advisors, LLC
- $867 Million
- Q2 2023
A detailed history of Bdo Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 1,000 shares of JEPI stock, worth $57,390. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,000
Previous 1,000
-0.0%
Holding current value
$57,390
Previous $54,000
1.85%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding JEPI
# of Institutions
1,328Shares Held
305MCall Options Held
179KPut Options Held
309K-
Morgan Stanley New York, NY41.5MShares$2.38 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC31.3MShares$1.79 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY20.7MShares$1.19 Billion0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA14.6MShares$835 Million0.19% of portfolio
-
Ubs Group Ag7.67MShares$440 Million0.08% of portfolio