Bernardo Wealth Planning LLC J P Morgan Exchange Traded Fd Transaction History
Bernardo Wealth Planning LLC
- $422 Million
- Q4 2024
A detailed history of Bernardo Wealth Planning LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 175,000 shares of JEPI stock, worth $10.2 Million. This represents 2.38% of its overall portfolio holdings.
Number of Shares
175,000
Previous 174,828
0.1%
Holding current value
$10.2 Million
Previous $10.5 Million
3.78%
% of portfolio
2.38%
Previous 2.54%
Shares
10 transactions
Others Institutions Holding JEPI
# of Institutions
1,187Shares Held
280MCall Options Held
307KPut Options Held
341K-
Morgan Stanley New York, NY39.4MShares$2.31 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.8 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.31 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$731 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$417 Million0.09% of portfolio